IRAG
FTEC icon

Investment Research & Advisory Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Investment Research & Advisory 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 		– Sell
-91
Closed -$13.1K – 219
2023
Q4 		$13.1K Buy
+91
New +$12.1K 0.01% 138

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Investment Research & Advisory Group's FTEC Position: Q1 2024 in Review

Investment Research & Advisory Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2024, closing a stake of 91 shares — an estimated $13.1K sold.

Investment Research & Advisory Group first reported a position in FTEC in Q4 2023 and held it in 1 quarter. The position peaked at $13.1K in Q4 2023. 430 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

  • Investment Research & Advisory Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2024 after selling out during the quarter.
  • Investment Research & Advisory Group sold 91 Fidelity MSCI Information Technology Index ETF shares in Q1 2024, an estimated $13.1K.
  • Investment Research & Advisory Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's Fidelity MSCI Information Technology Index ETF position peaked at $13.1K in Q4 2023.
  • 430 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on Investment Research & Advisory Group's 13F filing for Q1 2024, filed 17 Apr 2024.