Prostatis Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Prostatis Group’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
2023 Q3	–	Sell	-633	Closed	-$82.7K	–	150
2023 Q2	$82.7K	Buy	+633	New	+$75.2K	0.04%	146
2022 Q1	–	Sell	-4,413	Closed	-$598K	–	90
2021 Q4	$598K	Sell	4,413 -1,635	-27%	-$212K	0.37%	43
2021 Q3	$717K	Sell	6,048 -222	-4%	-$27.2K	0.43%	48
2021 Q2	$739K	Sell	6,270 -298	-5%	-$33.2K	0.5%	47
2021 Q1	$695K	Buy	+6,568	New	+$698K	0.55%	47
2020 Q4	–	Sell	-12,673	Closed	-$1.17M	–	80
2020 Q3	$1.17M	Buy	12,673 +5,014	+65%	+$446K	1.11%	25
2020 Q2	$630K	Buy	+7,659	New	+$565K	1.27%	28
2020 Q1	–	Sell	-13,149	Closed	-$953K	–	61
2019 Q4	$953K	Buy	+13,149	New	+$891K	0.86%	32

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

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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Prostatis Group's FTEC Position: Q3 2023 in Review

Prostatis Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2023, closing a stake of 633 shares — an estimated $82.7K sold.

Prostatis Group first reported a position in FTEC in Q4 2019 and held it in 8 quarters. The position peaked at $1.17M in Q3 2020. 370 funds tracked by Wall St. Rank hold FTEC as of Q3 2023.

Prostatis Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2023 after selling out during the quarter.
Prostatis Group sold 633 Fidelity MSCI Information Technology Index ETF shares in Q3 2023, an estimated $82.7K.
Prostatis Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and held it in 8 quarters.
Prostatis Group's Fidelity MSCI Information Technology Index ETF position peaked at $1.17M in Q3 2020.
370 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.