KCS Wealth Advisory’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

KCS Wealth Advisory’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 Q3	$333K	Sell	2,710 -2,997	-53%	-$386K	0.14%	109
2023 Q2	$746K	Buy	5,707 +215	+4%	+$25.5K	0.26%	90
2023 Q1	$626K	Buy	5,492 +307	+6%	+$32.1K	0.24%	92
2022 Q4	$490K	Sell	5,185 -201	-4%	-$19.4K	0.2%	102
2022 Q3	$490K	Buy	5,386 +783	+17%	+$81.4K	0.23%	100
2022 Q2	$444K	Buy	4,603 +1,197	+35%	+$128K	0.2%	106
2022 Q1	$419K	Buy	3,406 +832	+32%	+$101K	0.19%	109
2021 Q4	$349K	Buy	2,574 +347	+16%	+$45K	0.14%	131
2021 Q3	$264K	Buy	2,227 +43	+2%	+$5.26K	0.12%	132
2021 Q2	$257K	Buy	+2,184	New	+$243K	0.12%	136
2019 Q4	–	Sell	-1,309	Closed	-$83.5K	–	232
2019 Q3	$83.5K	Buy	+1,309	New	+$83.3K	0.06%	212

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 22.96% 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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KCS Wealth Advisory's FTEC Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 53% in Q3 2023, selling an estimated $386K and leaving 2,710 shares worth $333K. The position accounts for 0.14% of the portfolio, ranked #109.

KCS Wealth Advisory first reported a position in FTEC in Q3 2019 and has held it in 11 quarters since. The position peaked at $746K in Q2 2023. 370 funds tracked by Wall St. Rank hold FTEC as of Q3 2023.

KCS Wealth Advisory held 2,710 shares of Fidelity MSCI Information Technology Index ETF worth $333K as of Q3 2023.
KCS Wealth Advisory sold 2,997 Fidelity MSCI Information Technology Index ETF shares in Q3 2023, an estimated $386K.
Fidelity MSCI Information Technology Index ETF made up 0.14% of KCS Wealth Advisory's portfolio in Q3 2023, its #109 holding.
KCS Wealth Advisory first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2019 and has held it in 11 quarters since.
KCS Wealth Advisory's Fidelity MSCI Information Technology Index ETF position peaked at $746K in Q2 2023.
370 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.