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Householder Group Estate & Retirement Specialist’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-28
Closed -$3.44K – 1204
2023
Q3 		$3.44K Buy
+28
New +$3.6K ﹤0.01% 994

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FTEC Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2023, closing a stake of 28 shares — an estimated $3.44K sold.

Householder Group Estate & Retirement Specialist first reported a position in FTEC in Q3 2023 and held it in 1 quarter. The position peaked at $3.44K in Q3 2023. 419 funds tracked by Wall St. Rank hold FTEC as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 28 Fidelity MSCI Information Technology Index ETF shares in Q4 2023, an estimated $3.44K.
  • Householder Group Estate & Retirement Specialist first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Fidelity MSCI Information Technology Index ETF position peaked at $3.44K in Q3 2023.
  • 419 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.