Kings Point Capital Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Kings Point Capital 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
2022 Q1	$123K	Hold	999	–	–	0.01%	249
2021 Q4	$135K	Hold	999	–	–	0.01%	264
2021 Q3	$119K	Hold	999	–	–	0.01%	257
2021 Q2	$118K	Hold	999	–	–	0.01%	255
2021 Q1	$106K	Hold	999	–	–	0.01%	259
2020 Q4	$104K	Hold	999	–	–	0.01%	239
2020 Q3	$92K	Hold	999	–	–	0.01%	243
2020 Q2	$82K	Hold	999	–	–	0.01%	232
2020 Q1	$63K	Buy	+999	New	+$71.7K	0.01%	254

Other funds holding FTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kings Point Capital Management's FTEC Position: Q1 2022 in Review

Kings Point Capital Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q1 2022 at 999 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #249.

Kings Point Capital Management first reported a position in FTEC in Q1 2020 and has held it in 9 quarters since. The position peaked at $135K in Q4 2021. 332 funds tracked by Wall St. Rank hold FTEC as of Q1 2022.

Kings Point Capital Management held 999 shares of Fidelity MSCI Information Technology Index ETF worth $123K as of Q1 2022.
Kings Point Capital Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q1 2022.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #249 holding.
Kings Point Capital Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and has held it in 9 quarters since.
Kings Point Capital Management's Fidelity MSCI Information Technology Index ETF position peaked at $135K in Q4 2021.
332 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.