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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return