Heritage Wealth Management (Arizona)’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$275K	Buy	2,914 +1,437	+97%	+$139K	0.04%	305
2022 Q3	$134K	Sell	1,477 -89	-6%	-$9.26K	0.04%	299
2022 Q2	$151K	Sell	1,566 -135	-8%	-$14.4K	0.05%	285
2022 Q1	$209K	Buy	+1,701	New	+$206K	0.06%	266
2021 Q3	$356K	Sell	3,005 -1,668	-36%	-$204K	0.13%	127
2021 Q2	$550K	Sell	4,673 -2,758	-37%	-$307K	0.21%	85
2021 Q1	$787K	Buy	+7,431	New	+$790K	0.44%	54

Other funds holding FTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FTEC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 97% in Q4 2022, buying an estimated $139K and bringing the position to 2,914 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #305.

Heritage Wealth Management (Arizona) first reported a position in FTEC in Q1 2021 and has held it in 7 quarters since. The position peaked at $787K in Q1 2021. 322 funds tracked by Wall St. Rank hold FTEC as of Q4 2022.

Heritage Wealth Management (Arizona) held 2,914 shares of Fidelity MSCI Information Technology Index ETF worth $275K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,437 Fidelity MSCI Information Technology Index ETF shares in Q4 2022, an estimated $139K.
Fidelity MSCI Information Technology Index ETF made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #305 holding.
Heritage Wealth Management (Arizona) first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Fidelity MSCI Information Technology Index ETF position peaked at $787K in Q1 2021.
322 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.