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Paragon Wealth Strategies’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Paragon Wealth Strategies’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
-2,082
Closed -$256K – 32
2022
Q1 		$256K Buy
+2,082
New +$253K 0.07% 43
2020
Q1 		– Sell
-13,717
Closed -$994K – 19
2019
Q4 		$994K Sell
13,717
-268
-2% -$18.2K 0.49% 21
2019
Q3 		$892K Sell
13,985
-598
-4% -$38.1K 0.48% 22
2019
Q2 		$908K Buy
14,583
+45
+0.3% +$2.74K 0.49% 21
2019
Q1 		$862K Sell
14,538
-1,352
-9% -$74.3K 0.5% 22
2018
Q4 		$775K Buy
+15,890
New +$853K 0.55% 26

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return