Mariner Independent Advisor Network’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Mariner Independent Advisor Network’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 Q1	–	Sell	-10,805	Closed	-$1.48M	–	515
2021 Q4	$1.48M	Sell	10,805 -1,910	-15%	-$248K	0.07%	278
2021 Q3	$1.51M	Hold	12,715	–	–	0.07%	273
2021 Q2	$1.5M	Sell	12,715 -2,662	-17%	-$297K	0.07%	290
2021 Q1	$1.63M	Sell	15,377 -1,680	-10%	-$179K	0.08%	238
2020 Q4	$1.78M	Sell	17,057 -461	-3%	-$44.8K	0.1%	219
2020 Q3	$1.61M	Sell	17,518 -594	-3%	-$52.9K	0.13%	171
2020 Q2	$1.5M	Buy	18,112 +548	+3%	+$40.4K	0.14%	168
2020 Q1	$1.05M	Buy	17,564 +635	+4%	+$45.6K	0.09%	204
2019 Q4	$1.23M	Buy	16,929 +291	+2%	+$19.7K	0.09%	230
2019 Q3	$1.05M	Hold	16,638	–	–	0.08%	244
2019 Q2	$1.05M	Hold	16,638	–	–	0.08%	229
2019 Q1	$999K	Sell	16,638 -690	-4%	-$37.9K	0.08%	231
2018 Q4	$879K	Hold	17,328	–	–	0.08%	241
2018 Q3	$1.04M	Buy	+17,328	New	+$1.01M	0.13%	144
2018 Q2	–	Sell	-48,861	Closed	-$2.53M	–	204
2018 Q1	$2.53M	Buy	+48,861	New	+$2.59M	0.16%	117

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Independent Advisor Network's FTEC Position: Q1 2022 in Review

Mariner Independent Advisor Network sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2022, closing a stake of 10,805 shares — an estimated $1.48M sold.

Mariner Independent Advisor Network first reported a position in FTEC in Q1 2018 and held it in 15 quarters. The position peaked at $2.53M in Q1 2018. 330 funds tracked by Wall St. Rank hold FTEC as of Q1 2022.

Mariner Independent Advisor Network reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 10,805 Fidelity MSCI Information Technology Index ETF shares in Q1 2022, an estimated $1.48M.
Mariner Independent Advisor Network first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2018 and held it in 15 quarters.
Mariner Independent Advisor Network's Fidelity MSCI Information Technology Index ETF position peaked at $2.53M in Q1 2018.
330 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2022, filed 10 May 2022.