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ICA Group Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

ICA Group Wealth Management’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 		$74.6K Sell
435
-501
-54% -$79.2K 0.04% 201
2024
Q1 		$146K Buy
936
+592
+172% +$89.2K 0.03% 324
2023
Q4 		$49.4K Buy
+344
New +$45.6K 0.01% 522

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
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

ICA Group Wealth Management's FTEC Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 54% in Q2 2024, selling an estimated $79.2K and leaving 435 shares worth $74.6K. The position accounts for 0.04% of the portfolio, ranked #201.

ICA Group Wealth Management first reported a position in FTEC in Q4 2023 and has held it in 3 quarters since. The position peaked at $146K in Q1 2024. 432 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

  • ICA Group Wealth Management held 435 shares of Fidelity MSCI Information Technology Index ETF worth $74.6K as of Q2 2024.
  • ICA Group Wealth Management sold 501 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $79.2K.
  • Fidelity MSCI Information Technology Index ETF made up 0.04% of ICA Group Wealth Management's portfolio in Q2 2024, its #201 holding.
  • ICA Group Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 3 quarters since.
  • ICA Group Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $146K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.