LWA
FTEC icon

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

LWS Wealth 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
2020
Q1 		– Sell
-111
Closed -$8K – 59
2019
Q4 		$8K Buy
+111
New +$7.52K ﹤0.01% 78

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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 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 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
KWMG
King Wealth Management Group Naples, Florida $914M AUM 24.3% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

LWS Wealth Advisors's FTEC Position: Q1 2020 in Review

LWS Wealth Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2020, closing a stake of 111 shares — an estimated $8K sold.

LWS Wealth Advisors first reported a position in FTEC in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 210 funds tracked by Wall St. Rank hold FTEC as of Q1 2020.

  • LWS Wealth Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2020 after selling out during the quarter.
  • LWS Wealth Advisors sold 111 Fidelity MSCI Information Technology Index ETF shares in Q1 2020, an estimated $8K.
  • LWS Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and held it in 1 quarter.
  • LWS Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $8K in Q4 2019.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2020.

Based on LWS Wealth Advisors's 13F filing for Q1 2020, filed 4 May 2020.