Next Financial Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Next Financial Group’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 Q4	$51K	Sell	378 -46	-11%	-$5.97K	﹤0.01%	1464
2021 Q3	$50K	Buy	424 +198	+88%	+$24.2K	﹤0.01%	1408
2021 Q2	$27K	Buy	226 +105	+87%	+$11.7K	﹤0.01%	1637
2021 Q1	$13K	Buy	121 +56	+86%	+$5.95K	﹤0.01%	1795
2020 Q4	$7K	Buy	65 +36	+124%	+$3.5K	﹤0.01%	1878
2020 Q3	$3K	Buy	+29	New	+$2.58K	﹤0.01%	1964
2020 Q1	–	Sell	-115	Closed	-$8K	–	2216
2019 Q4	$8K	Sell	115 -1	-0.9%	-$68	﹤0.01%	1838
2019 Q3	$7K	Buy	116 +1	+0.9%	+$64	﹤0.01%	1810
2019 Q2	$7K	Buy	+115	New	+$7.01K	﹤0.01%	1787
2019 Q1	–	Sell	-114	Closed	-$6K	–	1795
2018 Q4	$6K	Buy	+114	New	+$6.12K	﹤0.01%	1492

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 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

BCM

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Next Financial Group's FTEC Position: Q4 2021 in Review

Next Financial Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 11% in Q4 2021, selling an estimated $5.97K and leaving 378 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Next Financial Group first reported a position in FTEC in Q4 2018 and has held it in 10 quarters since. 347 funds tracked by Wall St. Rank hold FTEC as of Q4 2021.

Next Financial Group held 378 shares of Fidelity MSCI Information Technology Index ETF worth $51K as of Q4 2021.
Next Financial Group sold 46 Fidelity MSCI Information Technology Index ETF shares in Q4 2021, an estimated $5.97K.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1464 holding.
Next Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2018 and has held it in 10 quarters since.
347 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.