Kore Private Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Kore Private Wealth’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	–	Sell	-1,717	Closed	-$232K	–	324
2021 Q4	$232K	Sell	1,717 -24,831	-94%	-$3.22M	0.03%	272
2021 Q3	$3.15M	Sell	26,548 -4,012	-13%	-$491K	0.33%	60
2021 Q2	$3.6M	Buy	30,560 +12	+0%	+$1.34K	0.4%	48
2021 Q1	$3.23M	Hold	30,548	–	–	0.44%	48
2020 Q4	$3.19M	Sell	30,548 -1,861	-6%	-$181K	0.49%	41
2020 Q3	$2.98M	Hold	32,409	–	–	0.58%	37
2020 Q2	$2.67M	Hold	32,409	–	–	0.54%	41
2020 Q1	$2.03M	Buy	+32,409	New	+$2.33M	0.49%	50

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

Kore Private Wealth's FTEC Position: Q1 2022 in Review

Kore Private Wealth sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2022, closing a stake of 1,717 shares — an estimated $232K sold.

Kore Private Wealth first reported a position in FTEC in Q1 2020 and held it in 8 quarters. The position peaked at $3.6M in Q2 2021. 332 funds tracked by Wall St. Rank hold FTEC as of Q1 2022.

Kore Private Wealth reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2022 after selling out during the quarter.
Kore Private Wealth sold 1,717 Fidelity MSCI Information Technology Index ETF shares in Q1 2022, an estimated $232K.
Kore Private Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and held it in 8 quarters.
Kore Private Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $3.6M in Q2 2021.
332 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2022.

Based on Kore Private Wealth's 13F filing for Q1 2022, filed 13 May 2022.