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MIAN
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
$654B AUM
26.35%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$25.5B 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
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
ASN
Advisory Services Network
Atlanta, Georgia
$7.52B AUM
29.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
CW
Connectus Wealth
Cincinnati, Ohio
$3.66B AUM
26.47%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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