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Hutchens & Kramer Investment Management Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Hutchens & Kramer Investment Management Group’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
2024
Q2 		– Sell
-2,118
Closed -$330K – 153
2024
Q1 		$330K Sell
2,118
-54
-2% -$8.13K 0.2% 87
2023
Q4 		$312K Buy
+2,172
New +$288K 0.22% 79
2023
Q3 		– Sell
-2,255
Closed -$295K – 118
2023
Q2 		$295K Sell
2,255
-493
-18% -$58.5K 0.24% 84
2023
Q1 		$313K Buy
+2,748
New +$287K 0.27% 74

Other funds holding FTEC

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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's FTEC Position: Q2 2024 in Review

Hutchens & Kramer Investment Management Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2024, closing a stake of 2,118 shares — an estimated $330K sold.

Hutchens & Kramer Investment Management Group first reported a position in FTEC in Q1 2023 and held it in 4 quarters. The position peaked at $330K in Q1 2024. 432 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

  • Hutchens & Kramer Investment Management Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2024 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 2,118 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $330K.
  • Hutchens & Kramer Investment Management Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2023 and held it in 4 quarters.
  • Hutchens & Kramer Investment Management Group's Fidelity MSCI Information Technology Index ETF position peaked at $330K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2024, filed 12 Jul 2024.