ODG
FTEC icon

O'Dell Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

O'Dell 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
2024
Q1 		– Sell
-537
Closed -$77.1K – 228
2023
Q4 		$77.1K Buy
+537
New +$71.1K 0.02% 165
2023
Q3 		– Sell
-537
Closed -$70.2K – 215
2023
Q2 		$70.2K Buy
+537
New +$63.8K 0.02% 160
2022
Q4 		– Sell
-537
Closed -$49K – 194
2022
Q3 		$49K Hold
537
– – 0.02% 148
2022
Q2 		$52K Hold
537
– – 0.02% 148
2022
Q1 		$66K Hold
537
– – 0.02% 150
2021
Q4 		$73K Hold
537
– – 0.02% 137
2021
Q3 		$64K Buy
+537
New +$65.8K 0.02% 141

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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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 22.96% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

O'Dell Group's FTEC Position: Q1 2024 in Review

O'Dell Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2024, closing a stake of 537 shares — an estimated $77.1K sold.

O'Dell Group first reported a position in FTEC in Q3 2021 and held it in 7 quarters. The position peaked at $77.1K in Q4 2023. 429 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

  • O'Dell Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 537 Fidelity MSCI Information Technology Index ETF shares in Q1 2024, an estimated $77.1K.
  • O'Dell Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's Fidelity MSCI Information Technology Index ETF position peaked at $77.1K in Q4 2023.
  • 429 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.