InterOcean Capital Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

InterOcean Capital 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 Q1	$236K	Buy	+1,512	New	+$228K	0.01%	427
2023 Q3	–	Sell	-1,713	Closed	-$224K	–	470
2023 Q2	$224K	Buy	+1,713	New	+$203K	0.01%	395
2022 Q2	–	Sell	-2,749	Closed	-$338K	–	427
2022 Q1	$338K	Buy	2,749 +29	+1%	+$3.52K	0.01%	203
2021 Q4	$368K	Sell	2,720 -78	-3%	-$10.1K	0.02%	194
2021 Q3	$332K	Sell	2,798 -335	-11%	-$41K	0.02%	192
2021 Q2	$369K	Sell	3,133 -243	-7%	-$27.1K	0.02%	193
2021 Q1	$357K	Sell	3,376 -200	-6%	-$21.3K	0.02%	173
2020 Q4	$374K	Buy	+3,576	New	+$348K	0.02%	156

Other funds holding FTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return