KFS
FTEC icon

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

KMS 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
2014
Q3 		$525K Buy
17,427
+904
+5% +$27.1K 0.07% 250
2014
Q2 		$482K Buy
+16,523
New +$461K 0.07% 281

Other funds holding FTEC

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KMS Financial Services's FTEC Position: Q3 2014 in Review

KMS Financial Services increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 5.5% in Q3 2014, buying an estimated $27.1K and bringing the position to 17,427 shares worth $525K. The position accounts for 0.07% of the portfolio, ranked #250.

KMS Financial Services first reported a position in FTEC in Q2 2014 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold FTEC as of Q3 2014.

  • KMS Financial Services held 17,427 shares of Fidelity MSCI Information Technology Index ETF worth $525K as of Q3 2014.
  • KMS Financial Services bought 904 Fidelity MSCI Information Technology Index ETF shares in Q3 2014, an estimated $27.1K.
  • Fidelity MSCI Information Technology Index ETF made up 0.07% of KMS Financial Services's portfolio in Q3 2014, its #250 holding.
  • KMS Financial Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2014 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.