Kerntke Otto McGlone Wealth Management Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Kerntke Otto McGlone Wealth Management 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
2021 Q3	–	Sell	-2,782	Closed	-$328K	–	71
2021 Q2	$328K	Sell	2,782 -397	-12%	-$44.2K	0.13%	103
2021 Q1	$337K	Buy	3,179 +3	+0.1%	+$319	0.18%	94
2020 Q4	$332K	Sell	3,176 -787	-20%	-$76.5K	0.2%	90
2020 Q3	$365K	Buy	3,963 +79	+2%	+$7.03K	0.27%	72
2020 Q2	$319K	Buy	+3,884	New	+$286K	0.29%	71

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Kerntke Otto McGlone Wealth Management Group's FTEC Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2021, closing a stake of 2,782 shares — an estimated $328K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in FTEC in Q2 2020 and held it in 5 quarters. The position peaked at $365K in Q3 2020. 304 funds tracked by Wall St. Rank hold FTEC as of Q3 2021.

Kerntke Otto McGlone Wealth Management Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2021 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 2,782 Fidelity MSCI Information Technology Index ETF shares in Q3 2021, an estimated $328K.
Kerntke Otto McGlone Wealth Management Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2020 and held it in 5 quarters.
Kerntke Otto McGlone Wealth Management Group's Fidelity MSCI Information Technology Index ETF position peaked at $365K in Q3 2020.
304 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.