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

Jackson 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
2021
Q1 		– Sell
-69,550
Closed -$7.27M – 124
2020
Q4 		$7.27M Sell
69,550
-1,448
-2% -$141K 0.99% 25
2020
Q3 		$6.54M Sell
70,998
-1,189
-2% -$106K 0.98% 27
2020
Q2 		$5.94M Buy
+72,187
New +$5.32M 1.06% 25

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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jackson Wealth Management's FTEC Position: Q1 2021 in Review

Jackson Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2021, closing a stake of 69,550 shares — an estimated $7.27M sold.

Jackson Wealth Management first reported a position in FTEC in Q2 2020 and held it in 3 quarters. The position peaked at $7.27M in Q4 2020. 302 funds tracked by Wall St. Rank hold FTEC as of Q1 2021.

  • Jackson Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2021 after selling out during the quarter.
  • Jackson Wealth Management sold 69,550 Fidelity MSCI Information Technology Index ETF shares in Q1 2021, an estimated $7.27M.
  • Jackson Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2020 and held it in 3 quarters.
  • Jackson Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $7.27M in Q4 2020.
  • 302 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2021.

Based on Jackson Wealth Management's 13F filing for Q1 2021, filed 12 Apr 2021.