PCWA
FTEC icon

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

Pacific Capital 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
2024
Q2 		– Sell
-225
Closed -$35.1K – 599
2024
Q1 		$35.1K Buy
+225
New +$33.9K 0.01% 162

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 22.9% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Pacific Capital Wealth Advisors's FTEC Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2024, closing a stake of 225 shares — an estimated $35.1K sold.

Pacific Capital Wealth Advisors first reported a position in FTEC in Q1 2024 and held it in 1 quarter. The position peaked at $35.1K in Q1 2024. 433 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 225 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $35.1K.
  • Pacific Capital Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $35.1K in Q1 2024.
  • 433 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.