Iron Horse Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Iron Horse Wealth 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
2023 Q2	–	Sell	-9	Closed	-$1.03K	–	328
2023 Q1	$1.03K	Hold	9	–	–	﹤0.01%	295
2022 Q4	$1K	Buy	+9	New	+$869	﹤0.01%	216

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

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

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

Iron Horse Wealth Management's FTEC Position: Q2 2023 in Review

Iron Horse Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2023, closing a stake of 9 shares — an estimated $1.03K sold.

Iron Horse Wealth Management first reported a position in FTEC in Q4 2022 and held it in 2 quarters. The position peaked at $1.03K in Q1 2023. 372 funds tracked by Wall St. Rank hold FTEC as of Q2 2023.

Iron Horse Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2023 after selling out during the quarter.
Iron Horse Wealth Management sold 9 Fidelity MSCI Information Technology Index ETF shares in Q2 2023, an estimated $1.03K.
Iron Horse Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and held it in 2 quarters.
Iron Horse Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $1.03K in Q1 2023.
372 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2023.

Based on Iron Horse Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.