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

Milestone Wealth’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
Q3 		$254K Hold
2,791
– – 0.28% 37
2022
Q2 		$269K Hold
2,791
– – 0.28% 40
2022
Q1 		$378K Hold
2,791
– – 0.31% 32
2021
Q4 		$378K Buy
+2,791
New +$362K 0.3% 32

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Milestone Wealth's FTEC Position: Q3 2022 in Review

Milestone Wealth held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2022 at 2,791 shares worth $254K. The position accounts for 0.28% of the portfolio, ranked #37.

Milestone Wealth first reported a position in FTEC in Q4 2021 and has held it in 4 quarters since. The position peaked at $378K in Q1 2022. 298 funds tracked by Wall St. Rank hold FTEC as of Q3 2022.

  • Milestone Wealth held 2,791 shares of Fidelity MSCI Information Technology Index ETF worth $254K as of Q3 2022.
  • Milestone Wealth left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2022.
  • Fidelity MSCI Information Technology Index ETF made up 0.28% of Milestone Wealth's portfolio in Q3 2022, its #37 holding.
  • Milestone Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $378K in Q1 2022.
  • 298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.