Insight Wealth Strategies’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Insight Wealth Strategies’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 Q4	–	Sell	-2,966	Closed	-$352K	–	165
2021 Q3	$352K	Sell	2,966 -3,346	-53%	-$410K	0.05%	153
2021 Q2	$743K	Buy	6,312 +431	+7%	+$48K	0.11%	123
2021 Q1	$623K	Buy	+5,881	New	+$625K	0.08%	132

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

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

ASN

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

KAS

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

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

Insight Wealth Strategies's FTEC Position: Q4 2021 in Review

Insight Wealth Strategies sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2021, closing a stake of 2,966 shares — an estimated $352K sold.

Insight Wealth Strategies first reported a position in FTEC in Q1 2021 and held it in 3 quarters. The position peaked at $743K in Q2 2021. 347 funds tracked by Wall St. Rank hold FTEC as of Q4 2021.

Insight Wealth Strategies reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2021 after selling out during the quarter.
Insight Wealth Strategies sold 2,966 Fidelity MSCI Information Technology Index ETF shares in Q4 2021, an estimated $352K.
Insight Wealth Strategies first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and held it in 3 quarters.
Insight Wealth Strategies's Fidelity MSCI Information Technology Index ETF position peaked at $743K in Q2 2021.
347 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.