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Lehman & Derafelo Financial Resources’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Lehman & Derafelo Financial Resources’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
Q4 		$265K Sell
2,805
-650
-19% -$62.8K 0.08% 92
2022
Q3 		$314K Sell
3,455
-240
-6% -$25K 0.1% 74
2022
Q2 		$357K Buy
3,695
+1
+0% +$107 0.11% 71
2022
Q1 		$455K Buy
3,694
+50
+1% +$6.07K 0.13% 66
2021
Q4 		$493K Sell
3,644
-258
-7% -$33.5K 0.15% 60
2021
Q3 		$463K Buy
3,902
+101
+3% +$12.4K 0.15% 63
2021
Q2 		$448K Buy
3,801
+38
+1% +$4.24K 0.12% 71
2021
Q1 		$398K Buy
3,763
+954
+34% +$101K 0.11% 76
2020
Q4 		$294K Buy
2,809
+201
+8% +$19.5K 0.09% 86
2020
Q3 		$240K Buy
2,608
+671
+35% +$59.7K 0.08% 111
2020
Q2 		$159K Buy
1,937
+81
+4% +$5.97K 0.06% 127
2020
Q1 		$116K Sell
1,856
-388
-17% -$27.8K 0.05% 98
2019
Q4 		$163K Buy
2,244
+1
+0% +$68 0.06% 106
2019
Q3 		$143K Buy
2,243
+105
+5% +$6.68K 0.05% 104
2019
Q2 		$136K Buy
2,138
+606
+40% +$37K 0.06% 103
2019
Q1 		$91K Sell
1,532
-56
-4% -$3.08K 0.04% 114
2018
Q4 		$78K Buy
+1,588
New +$85.2K 0.04% 107

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lehman & Derafelo Financial Resources's FTEC Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 19% in Q4 2022, selling an estimated $62.8K and leaving 2,805 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #92.

Lehman & Derafelo Financial Resources first reported a position in FTEC in Q4 2018 and has held it in 17 quarters since. The position peaked at $493K in Q4 2021. 323 funds tracked by Wall St. Rank hold FTEC as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 2,805 shares of Fidelity MSCI Information Technology Index ETF worth $265K as of Q4 2022.
  • Lehman & Derafelo Financial Resources sold 650 Fidelity MSCI Information Technology Index ETF shares in Q4 2022, an estimated $62.8K.
  • Fidelity MSCI Information Technology Index ETF made up 0.08% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #92 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's Fidelity MSCI Information Technology Index ETF position peaked at $493K in Q4 2021.
  • 323 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.