Private Ocean’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Private Ocean’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	$258K	Buy	1,504 +485	+48%	+$76.7K	0.02%	138
2024 Q1	$159K	Sell	1,019 -485	-32%	-$73K	0.02%	156
2023 Q4	$216K	Buy	1,504 +415	+38%	+$55K	0.02%	137
2023 Q3	$134K	Hold	1,089	–	–	0.02%	156
2023 Q2	$142K	Sell	1,089 -396	-27%	-$47K	0.02%	171
2023 Q1	$169K	Sell	1,485 -1	-0.1%	-$105	0.02%	138
2022 Q4	$140K	Buy	1,486 +1	+0.1%	+$97	0.02%	142
2022 Q3	$135K	Buy	1,485 +485	+49%	+$50.4K	0.02%	142
2022 Q2	$96K	Buy	+1,000	New	+$107K	0.01%	160

Other funds holding FTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return