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Institutional & Family Asset Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Institutional & Family Asset 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 		$150K Buy
+877
New +$139K 0.02% 160
2022
Q2 		– Sell
-65
Closed -$8K – 745
2022
Q1 		$8K Hold
65
– – ﹤0.01% 469
2021
Q4 		$9K Buy
+65
New +$8.44K ﹤0.01% 457

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Institutional & Family Asset Management's FTEC Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2024: 877 shares worth $150K. The stake represents 0.02% of the portfolio and ranks #160 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in FTEC as recently as Q1 2022.

Institutional & Family Asset Management first reported a position in FTEC in Q4 2021 and has held it in 3 quarters since. 433 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

  • Institutional & Family Asset Management held 877 shares of Fidelity MSCI Information Technology Index ETF worth $150K as of Q2 2024.
  • Fidelity MSCI Information Technology Index ETF was a new Institutional & Family Asset Management position in Q2 2024.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #160 holding.
  • Institutional & Family Asset Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 3 quarters since.
  • 433 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.