LA
FTEC icon

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

LexAurum 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
2024
Q2 		– Sell
-2,149
Closed -$335K – 309
2024
Q1 		$335K Sell
2,149
-566
-21% -$85.2K 0.08% 207
2023
Q4 		$390K Buy
2,715
+55
+2% +$7.28K 0.1% 178
2023
Q3 		$327K Sell
2,660
-83
-3% -$10.7K 0.1% 198
2023
Q2 		$358K Sell
2,743
-306
-10% -$36.3K 0.11% 171
2023
Q1 		$347K Buy
3,049
+293
+11% +$30.6K 0.12% 165
2022
Q4 		$260K Sell
2,756
-531
-16% -$51.3K 0.09% 201
2022
Q3 		$299K Buy
3,287
+220
+7% +$22.9K 0.12% 174
2022
Q2 		$296K Buy
3,067
+397
+15% +$42.3K 0.11% 176
2022
Q1 		$329K Buy
2,670
+335
+14% +$40.6K 0.11% 176
2021
Q4 		$316K Sell
2,335
-1,207
-34% -$157K 0.1% 197
2021
Q3 		$420K Sell
3,542
-953
-21% -$117K 0.12% 183
2021
Q2 		$529K Sell
4,495
-2,021
-31% -$225K 0.16% 154
2021
Q1 		$690K Buy
6,516
+396
+6% +$42.1K 0.24% 99
2020
Q4 		$640K Buy
6,120
+855
+16% +$83.1K 0.23% 105
2020
Q3 		$485K Buy
5,265
+1,551
+42% +$138K 0.2% 106
2020
Q2 		$305K Buy
+3,714
New +$274K 0.17% 136

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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

LexAurum Advisors's FTEC Position: Q2 2024 in Review

LexAurum Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2024, closing a stake of 2,149 shares — an estimated $335K sold.

LexAurum Advisors first reported a position in FTEC in Q2 2020 and held it in 16 quarters. The position peaked at $690K in Q1 2021. 432 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

  • LexAurum Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2024 after selling out during the quarter.
  • LexAurum Advisors sold 2,149 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $335K.
  • LexAurum Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2020 and held it in 16 quarters.
  • LexAurum Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $690K in Q1 2021.
  • 432 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on LexAurum Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.