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

Level Four 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
2021 Q3	$707K	Hold	5,963	–	–	0.31%	83
2021 Q2	$702K	Buy	5,963 +675	+13%	+$75.2K	0.3%	93
2021 Q1	$560K	Buy	+5,288	New	+$562K	0.26%	106

Other funds holding FTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $79.5B AUM 27.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Level Four Financial's FTEC Position: Q3 2021 in Review

Level Four Financial held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2021 at 5,963 shares worth $707K. The position accounts for 0.31% of the portfolio, ranked #83.

Level Four Financial first reported a position in FTEC in Q1 2021 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold FTEC as of Q3 2021.

Level Four Financial held 5,963 shares of Fidelity MSCI Information Technology Index ETF worth $707K as of Q3 2021.
Level Four Financial left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2021.
Fidelity MSCI Information Technology Index ETF made up 0.31% of Level Four Financial's portfolio in Q3 2021, its #83 holding.
Level Four Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and has held it in 3 quarters since.
304 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.