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Newfound Research’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Newfound Research’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
2020
Q4 		– Sell
-12,236
Closed -$1.13M – 145
2020
Q3 		$1.13M Sell
12,236
-5,718
-32% -$509K 3.22% 11
2020
Q2 		$1.48M Buy
17,954
+7,924
+79% +$584K 1.84% 26
2020
Q1 		$629K Sell
10,030
-19,189
-66% -$1.38M 0.7% 11
2019
Q4 		$2.12M Sell
29,219
-2,131
-7% -$144K 1.99% 20
2019
Q3 		$2M Buy
31,350
+396
+1% +$25.2K 1.75% 21
2019
Q2 		$1.93M Sell
30,954
-19,822
-39% -$1.21M 1.67% 27
2019
Q1 		$3.01M Buy
+50,776
New +$2.79M 2.19% 22
2018
Q4 		– Sell
-35,598
Closed -$2.14M – 160
2018
Q3 		$2.14M Sell
35,598
-35,306
-50% -$2.07M 1.22% 26
2018
Q2 		$3.92M Buy
70,904
+18,422
+35% +$1M 2.22% 21
2018
Q1 		$2.72M Buy
52,482
+13,174
+34% +$698K 1.55% 23
2017
Q4 		$1.96M Buy
39,308
+5,266
+15% +$259K 1.04% 42
2017
Q3 		$1.57M Buy
34,042
+31,598
+1,293% +$1.42M 0.9% 40
2017
Q2 		$104K Buy
2,444
+1,778
+267% +$76K 0.07% 44
2017
Q1 		$27K Buy
+666
New +$26.4K 0.02% 44

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
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 22.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

Newfound Research's FTEC Position: Q4 2020 in Review

Newfound Research sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2020, closing a stake of 12,236 shares — an estimated $1.13M sold.

Newfound Research first reported a position in FTEC in Q1 2017 and held it in 14 quarters. The position peaked at $3.92M in Q2 2018. 290 funds tracked by Wall St. Rank hold FTEC as of Q4 2020.

  • Newfound Research reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2020 after selling out during the quarter.
  • Newfound Research sold 12,236 Fidelity MSCI Information Technology Index ETF shares in Q4 2020, an estimated $1.13M.
  • Newfound Research first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2017 and held it in 14 quarters.
  • Newfound Research's Fidelity MSCI Information Technology Index ETF position peaked at $3.92M in Q2 2018.
  • 290 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2020.

Based on Newfound Research's 13F filing for Q4 2020, filed 22 Jan 2021.