PFA
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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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return