LF
FTEC icon

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

Lee Financial’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
2019
Q3 		– Sell
-25
Closed -$2K – 520
2019
Q2 		$2K Hold
25
– – ﹤0.01% 485
2019
Q1 		$1K Hold
25
– – ﹤0.01% 498
2018
Q4 		$1K Hold
25
– – ﹤0.01% 425
2018
Q3 		$2K Hold
25
– – ﹤0.01% 446
2018
Q2 		$1K Hold
25
– – ﹤0.01% 750
2018
Q1 		$1K Hold
25
– – ﹤0.01% 724
2017
Q4 		$1K Hold
25
– – ﹤0.01% 458
2017
Q3 		$1K Hold
25
– – ﹤0.01% 462
2017
Q2 		$1K Hold
25
– – ﹤0.01% 480
2017
Q1 		$1K Buy
+25
New +$991 ﹤0.01% 389

Other funds holding FTEC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return