PD
FTEC icon

Planning Directions’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Planning Directions’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
2020
Q2 		– Sell
-5,856
Closed -$367K – 74
2020
Q1 		$367K Buy
+5,856
New +$420K 0.52% 42

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 $32.7B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

Planning Directions's FTEC Position: Q2 2020 in Review

Planning Directions sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2020, closing a stake of 5,856 shares — an estimated $367K sold.

Planning Directions first reported a position in FTEC in Q1 2020 and held it in 1 quarter. The position peaked at $367K in Q1 2020. 240 funds tracked by Wall St. Rank hold FTEC as of Q2 2020.

  • Planning Directions reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2020 after selling out during the quarter.
  • Planning Directions sold 5,856 Fidelity MSCI Information Technology Index ETF shares in Q2 2020, an estimated $367K.
  • Planning Directions first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and held it in 1 quarter.
  • Planning Directions's Fidelity MSCI Information Technology Index ETF position peaked at $367K in Q1 2020.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.