Mid Atlantic Financial Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$4.18M	Sell	35,242 -2,918	-8%	-$357K	0.28%	78
2021 Q2	$4.5M	Buy	38,160 +2,677	+8%	+$298K	0.3%	71
2021 Q1	$3.76M	Sell	35,483 -2,012	-5%	-$214K	0.27%	84
2020 Q4	$3.92M	Buy	37,495 +1,622	+5%	+$158K	0.3%	79
2020 Q3	$3.44M	Buy	35,873 +5,839	+19%	+$520K	0.3%	76
2020 Q2	$2.47M	Sell	30,034 -4,904	-14%	-$362K	0.24%	90
2020 Q1	$2.19M	Sell	34,938 -19,650	-36%	-$1.41M	0.25%	87
2019 Q4	$3.96M	Buy	54,588 +13,541	+33%	+$917K	0.37%	63
2019 Q3	$2.62M	Buy	41,047 +3,594	+10%	+$229K	0.28%	69
2019 Q2	$2.33M	Buy	37,453 +10,101	+37%	+$616K	0.24%	86
2019 Q1	$1.62M	Buy	27,352 +5,144	+23%	+$283K	0.18%	111
2018 Q4	$1.09M	Buy	+22,208	New	+$1.19M	0.14%	145

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 $79.5B AUM 27.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mid Atlantic Financial Management's FTEC Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 7.6% in Q3 2021, selling an estimated $357K and leaving 35,242 shares worth $4.18M. The position accounts for 0.28% of the portfolio, ranked #78.

Mid Atlantic Financial Management first reported a position in FTEC in Q4 2018 and has held it in 12 quarters since. The position peaked at $4.5M in Q2 2021. 304 funds tracked by Wall St. Rank hold FTEC as of Q3 2021.

Mid Atlantic Financial Management held 35,242 shares of Fidelity MSCI Information Technology Index ETF worth $4.18M as of Q3 2021.
Mid Atlantic Financial Management sold 2,918 Fidelity MSCI Information Technology Index ETF shares in Q3 2021, an estimated $357K.
Fidelity MSCI Information Technology Index ETF made up 0.28% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #78 holding.
Mid Atlantic Financial Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Fidelity MSCI Information Technology Index ETF position peaked at $4.5M in Q2 2021.
304 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.