LFA
FTEC icon

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

Legacy Financial Advisors’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
Q2 		– Sell
-100
Closed -$6K – 405
2019
Q1 		$6K Hold
100
– – ﹤0.01% 725
2018
Q4 		$5K Hold
100
– – ﹤0.01% 725
2018
Q3 		$6K Hold
100
– – ﹤0.01% 640
2018
Q2 		$6K Hold
100
– – ﹤0.01% 651
2018
Q1 		$5K Buy
+100
New +$5.3K ﹤0.01% 634

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 $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Legacy Financial Advisors's FTEC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2019, closing a stake of 100 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in FTEC in Q1 2018 and held it in 5 quarters. The position peaked at $6K in Q1 2019. 162 funds tracked by Wall St. Rank hold FTEC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 100 Fidelity MSCI Information Technology Index ETF shares in Q2 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2018 and held it in 5 quarters.
  • Legacy Financial Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $6K in Q1 2019.
  • 162 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.