KFI
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Key Financial Inc’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Key Financial Inc’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
Q1 		– Sell
-265
Closed -$38.1K – 1314
2023
Q4 		$38.1K Buy
+265
New +$35.1K 0.01% 469

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Commonwealth Equity Services
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Envestnet Asset Management
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FSC
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LPL Financial
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PS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Key Financial Inc's FTEC Position: Q1 2024 in Review

Key Financial Inc sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2024, closing a stake of 265 shares — an estimated $38.1K sold.

Key Financial Inc first reported a position in FTEC in Q4 2023 and held it in 1 quarter. The position peaked at $38.1K in Q4 2023. 430 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

  • Key Financial Inc reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2024 after selling out during the quarter.
  • Key Financial Inc sold 265 Fidelity MSCI Information Technology Index ETF shares in Q1 2024, an estimated $38.1K.
  • Key Financial Inc first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and held it in 1 quarter.
  • Key Financial Inc's Fidelity MSCI Information Technology Index ETF position peaked at $38.1K in Q4 2023.
  • 430 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on Key Financial Inc's 13F filing for Q1 2024, filed 1 May 2024.