HFS
FTEC icon

Heritage Financial Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Heritage Financial Services’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-600
Closed -$57K – 212
2022
Q2 		$57K Buy
+600
New +$63.9K 0.03% 154

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Financial Services's FTEC Position: Q3 2022 in Review

Heritage Financial Services sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2022, closing a stake of 600 shares — an estimated $57K sold.

Heritage Financial Services first reported a position in FTEC in Q2 2022 and held it in 1 quarter. The position peaked at $57K in Q2 2022. 298 funds tracked by Wall St. Rank hold FTEC as of Q3 2022.

  • Heritage Financial Services reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 600 Fidelity MSCI Information Technology Index ETF shares in Q3 2022, an estimated $57K.
  • Heritage Financial Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Fidelity MSCI Information Technology Index ETF position peaked at $57K in Q2 2022.
  • 298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.