Horan Securities’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Horan Securities’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
2021 Q1	–	Sell	-16	Closed	-$2K	–	430
2020 Q4	$2K	Sell	16 -8	-33%	-$778	﹤0.01%	362
2020 Q3	$2K	Sell	24 -16	-40%	-$1.42K	﹤0.01%	312
2020 Q2	$3K	Sell	40 -55	-58%	-$4.06K	﹤0.01%	268
2020 Q1	$6K	Buy	+95	New	+$6.82K	0.01%	156
2019 Q4	–	Sell	-157	Closed	-$10K	–	97
2019 Q3	$10K	Hold	157	–	–	0.01%	157
2019 Q2	$10K	Buy	157 +96	+157%	+$5.85K	0.01%	169
2019 Q1	$4K	Sell	61 -130	-68%	-$7.14K	﹤0.01%	197
2018 Q4	$10K	Buy	191 +51	+36%	+$2.74K	0.01%	133
2018 Q3	$8K	Hold	140	–	–	0.01%	129
2018 Q2	$8K	Buy	+140	New	+$7.63K	0.01%	134

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

FSC

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Horan Securities's FTEC Position: Q1 2021 in Review

Horan Securities sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2021, closing a stake of 16 shares — an estimated $2K sold.

Horan Securities first reported a position in FTEC in Q2 2018 and held it in 10 quarters. The position peaked at $10K in Q3 2019. 301 funds tracked by Wall St. Rank hold FTEC as of Q1 2021.

Horan Securities reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2021 after selling out during the quarter.
Horan Securities sold 16 Fidelity MSCI Information Technology Index ETF shares in Q1 2021, an estimated $2K.
Horan Securities first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2018 and held it in 10 quarters.
Horan Securities's Fidelity MSCI Information Technology Index ETF position peaked at $10K in Q3 2019.
301 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2021.

Based on Horan Securities's 13F filing for Q1 2021, filed 14 May 2021.