Professional Financial Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Professional Financial 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 Q4	–	Sell	-162	Closed	-$15K	–	216
2022 Q3	$15K	Hold	162	–	–	0.01%	254
2022 Q2	$16K	Buy	162 +1	+0.6%	+$107	0.01%	255
2022 Q1	$20K	Sell	161 -378	-70%	-$45.9K	0.01%	239
2021 Q4	$73K	Sell	539 -44	-8%	-$5.71K	0.03%	147
2021 Q3	$69K	Hold	583	–	–	0.04%	126
2021 Q2	$69K	Buy	583 +193	+49%	+$21.5K	0.04%	131
2021 Q1	$41K	Buy	390 +197	+102%	+$20.9K	0.03%	139
2020 Q4	$20K	Hold	193	–	–	0.02%	192
2020 Q3	$17K	Buy	+193	New	+$17.2K	0.02%	186

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

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

FSC

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

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

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

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

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

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

Professional Financial Advisors's FTEC Position: Q4 2022 in Review

Professional Financial Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2022, closing a stake of 162 shares — an estimated $15K sold.

Professional Financial Advisors first reported a position in FTEC in Q3 2020 and held it in 9 quarters. The position peaked at $73K in Q4 2021. 322 funds tracked by Wall St. Rank hold FTEC as of Q4 2022.

Professional Financial Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 162 Fidelity MSCI Information Technology Index ETF shares in Q4 2022, an estimated $15K.
Professional Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $73K in Q4 2021.
322 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.