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Next Capital Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Next Capital 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
2020
Q2 		– Sell
-1,665
Closed -$104K – 98
2020
Q1 		$104K Hold
1,665
– – 0.08% 99
2019
Q4 		$121K Buy
+1,665
New +$113K 0.09% 86

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

Next Capital Management's FTEC Position: Q2 2020 in Review

Next Capital Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2020, closing a stake of 1,665 shares — an estimated $104K sold.

Next Capital Management first reported a position in FTEC in Q4 2019 and held it in 2 quarters. The position peaked at $121K in Q4 2019. 240 funds tracked by Wall St. Rank hold FTEC as of Q2 2020.

  • Next Capital Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2020 after selling out during the quarter.
  • Next Capital Management sold 1,665 Fidelity MSCI Information Technology Index ETF shares in Q2 2020, an estimated $104K.
  • Next Capital Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and held it in 2 quarters.
  • Next Capital Management's Fidelity MSCI Information Technology Index ETF position peaked at $121K in Q4 2019.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2020.

Based on Next Capital Management's 13F filing for Q2 2020, filed 31 Jul 2020.