One Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

One Wealth Advisors’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
2022 Q2	–	Sell	-4,300	Closed	-$529K	–	193
2022 Q1	$529K	Sell	4,300 -2,028	-32%	-$246K	0.13%	87
2021 Q4	$857K	Sell	6,328 -242	-4%	-$31.4K	0.22%	58
2021 Q3	$779K	Sell	6,570 -11,210	-63%	-$1.37M	0.23%	56
2021 Q2	$2.09M	Sell	17,780 -1,305	-7%	-$145K	0.66%	25
2021 Q1	$2.02M	Buy	19,085 +14,791	+344%	+$1.57M	0.77%	20
2020 Q4	$449K	Buy	+4,294	New	+$417K	0.24%	44

Other funds holding FTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

One Wealth Advisors's FTEC Position: Q2 2022 in Review

One Wealth Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2022, closing a stake of 4,300 shares — an estimated $529K sold.

One Wealth Advisors first reported a position in FTEC in Q4 2020 and held it in 6 quarters. The position peaked at $2.09M in Q2 2021. 309 funds tracked by Wall St. Rank hold FTEC as of Q2 2022.

One Wealth Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2022 after selling out during the quarter.
One Wealth Advisors sold 4,300 Fidelity MSCI Information Technology Index ETF shares in Q2 2022, an estimated $529K.
One Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and held it in 6 quarters.
One Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $2.09M in Q2 2021.
309 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2022.

Based on One Wealth Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.