Loveless Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Loveless Wealth Management’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 Q2	$581K	Hold	6,020	–	–	0.38%	81
2022 Q1	$741K	Buy	6,020 +225	+4%	+$27.3K	0.42%	75
2021 Q4	$785K	Buy	5,795 +1,988	+52%	+$258K	0.43%	73
2021 Q3	$452K	Buy	3,807 +1,652	+77%	+$202K	0.28%	102
2021 Q2	$254K	Buy	+2,155	New	+$240K	0.15%	116

Other funds holding FTEC

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Loveless Wealth Management's FTEC Position: Q2 2022 in Review

Loveless Wealth Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2022 at 6,020 shares worth $581K. The position accounts for 0.38% of the portfolio, ranked #81.

Loveless Wealth Management first reported a position in FTEC in Q2 2021 and has held it in 5 quarters since. The position peaked at $785K in Q4 2021. 309 funds tracked by Wall St. Rank hold FTEC as of Q2 2022.

Loveless Wealth Management held 6,020 shares of Fidelity MSCI Information Technology Index ETF worth $581K as of Q2 2022.
Loveless Wealth Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2022.
Fidelity MSCI Information Technology Index ETF made up 0.38% of Loveless Wealth Management's portfolio in Q2 2022, its #81 holding.
Loveless Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2021 and has held it in 5 quarters since.
Loveless Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $785K in Q4 2021.
309 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.