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Meitav Investment House’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Meitav Investment House’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
2023
Q3 		– Sell
-250
Closed -$32.7K – 403
2023
Q2 		$32.7K Buy
+250
New +$29.7K ﹤0.01% 478

Other funds holding FTEC

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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Meitav Investment House's FTEC Position: Q3 2023 in Review

Meitav Investment House sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2023, closing a stake of 250 shares — an estimated $32.7K sold.

Meitav Investment House first reported a position in FTEC in Q2 2023 and held it in 1 quarter. The position peaked at $32.7K in Q2 2023. 370 funds tracked by Wall St. Rank hold FTEC as of Q3 2023.

  • Meitav Investment House reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 250 Fidelity MSCI Information Technology Index ETF shares in Q3 2023, an estimated $32.7K.
  • Meitav Investment House first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's Fidelity MSCI Information Technology Index ETF position peaked at $32.7K in Q2 2023.
  • 370 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.