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Kelly Financial Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-125
Closed -$21.4K – 319
2024
Q2 		$21.4K Hold
125
– – 0.01% 319
2024
Q1 		$19.5K Hold
125
– – 0.01% 332
2023
Q4 		$17.9K Buy
125
+1
+0.8% +$132 0.01% 321
2023
Q3 		$15.3K Hold
124
– – 0.01% 310
2023
Q2 		$16.2K Hold
124
– – 0.01% 302
2023
Q1 		$14.1K Hold
124
– – 0.01% 308
2022
Q4 		$11.7K Buy
124
+1
+0.8% +$97 0.01% 317
2022
Q3 		$11.2K Hold
123
– – 0.01% 315
2022
Q2 		$11.9K Hold
123
– – 0.01% 306
2022
Q1 		$15.1K Hold
123
– – 0.01% 297
2021
Q4 		$16.6K Buy
123
+1
+0.8% +$130 0.01% 281
2021
Q3 		$14.5K Hold
122
– – 0.01% 286
2021
Q2 		$14.4K Hold
122
– – 0.01% 300
2021
Q1 		$12.9K Hold
122
– – 0.01% 268
2020
Q4 		$12.7K Buy
122
+1
+0.8% +$97 0.01% 241
2020
Q3 		$11.2K Hold
121
– – 0.01% 244
2020
Q2 		$9.96K Hold
121
– – 0.01% 244
2020
Q1 		$7.58K Buy
121
+1
+0.8% +$72 0.01% 246
2019
Q4 		$8.72K Hold
120
– – 0.01% 240
2019
Q3 		$7.65K Hold
120
– – 0.01% 253
2019
Q2 		$7.45K Buy
120
+1
+0.8% +$61 0.01% 258
2019
Q1 		$7.07K Buy
+119
New +$6.54K 0.01% 259

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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 $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kelly Financial Services's FTEC Position: Q3 2024 in Review

Kelly Financial Services sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2024, closing a stake of 125 shares — an estimated $21.4K sold.

Kelly Financial Services first reported a position in FTEC in Q1 2019 and held it in 22 quarters. The position peaked at $21.4K in Q2 2024. 447 funds tracked by Wall St. Rank hold FTEC as of Q3 2024.

  • Kelly Financial Services reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 125 Fidelity MSCI Information Technology Index ETF shares in Q3 2024, an estimated $21.4K.
  • Kelly Financial Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Fidelity MSCI Information Technology Index ETF position peaked at $21.4K in Q2 2024.
  • 447 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.