Intelligence Driven Advisers’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Intelligence Driven Advisers’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
2022 Q4	–	Sell	-2,173	Closed	-$210K	–	106
2022 Q3	$210K	Sell	2,173 -28,308	-93%	-$2.94M	0.04%	104
2022 Q2	$3.02M	Buy	30,481 +15,379	+102%	+$1.64M	0.59%	38
2022 Q1	$1.8M	Buy	15,102 +12,688	+526%	+$1.54M	0.33%	48
2021 Q4	$282K	Buy	+2,414	New	+$313K	0.05%	75

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Intelligence Driven Advisers's FTEC Position: Q4 2022 in Review

Intelligence Driven Advisers sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2022, closing a stake of 2,173 shares — an estimated $210K sold.

Intelligence Driven Advisers first reported a position in FTEC in Q4 2021 and held it in 4 quarters. The position peaked at $3.02M in Q2 2022. 322 funds tracked by Wall St. Rank hold FTEC as of Q4 2022.

Intelligence Driven Advisers reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2022 after selling out during the quarter.
Intelligence Driven Advisers sold 2,173 Fidelity MSCI Information Technology Index ETF shares in Q4 2022, an estimated $210K.
Intelligence Driven Advisers first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and held it in 4 quarters.
Intelligence Driven Advisers's Fidelity MSCI Information Technology Index ETF position peaked at $3.02M in Q2 2022.
322 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2022.

Based on Intelligence Driven Advisers's 13F filing for Q4 2022, filed 23 Jan 2023.