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My Personal CFO LLC’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

My Personal CFO LLC’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
Q1 		– Sell
-228
Closed -$21.5K – 350
2022
Q4 		$21.5K Buy
+228
New +$22K 0.02% 194

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

My Personal CFO LLC's FTEC Position: Q1 2023 in Review

My Personal CFO LLC sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2023, closing a stake of 228 shares — an estimated $21.5K sold.

My Personal CFO LLC first reported a position in FTEC in Q4 2022 and held it in 1 quarter. The position peaked at $21.5K in Q4 2022. 335 funds tracked by Wall St. Rank hold FTEC as of Q1 2023.

  • My Personal CFO LLC reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 228 Fidelity MSCI Information Technology Index ETF shares in Q1 2023, an estimated $21.5K.
  • My Personal CFO LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Fidelity MSCI Information Technology Index ETF position peaked at $21.5K in Q4 2022.
  • 335 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.