LJAC
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L.J. Altfest & Co’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

L.J. Altfest & Co’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
2020
Q4 		– Sell
-80,651
Closed -$7.42M – 271
2020
Q3 		$7.42M Buy
+80,651
New +$7.18M 1.97% 14

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

L.J. Altfest & Co's FTEC Position: Q4 2020 in Review

L.J. Altfest & Co sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2020, closing a stake of 80,651 shares — an estimated $7.42M sold.

L.J. Altfest & Co first reported a position in FTEC in Q3 2020 and held it in 1 quarter. The position peaked at $7.42M in Q3 2020. 290 funds tracked by Wall St. Rank hold FTEC as of Q4 2020.

  • L.J. Altfest & Co reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2020 after selling out during the quarter.
  • L.J. Altfest & Co sold 80,651 Fidelity MSCI Information Technology Index ETF shares in Q4 2020, an estimated $7.42M.
  • L.J. Altfest & Co first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and held it in 1 quarter.
  • L.J. Altfest & Co's Fidelity MSCI Information Technology Index ETF position peaked at $7.42M in Q3 2020.
  • 290 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2020.

Based on L.J. Altfest & Co's 13F filing for Q4 2020, filed 21 Jan 2021.