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Provence Wealth Management Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Provence Wealth Management 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
Q4 		$43.1K Hold
300
– – 0.02% 226
2023
Q3 		$36.9K Buy
+300
New +$38.6K 0.02% 221

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 $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Provence Wealth Management Group's FTEC Position: Q4 2023 in Review

Provence Wealth Management Group held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q4 2023 at 300 shares worth $43.1K. The position accounts for 0.02% of the portfolio, ranked #226.

Provence Wealth Management Group first reported a position in FTEC in Q3 2023 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold FTEC as of Q4 2023.

  • Provence Wealth Management Group held 300 shares of Fidelity MSCI Information Technology Index ETF worth $43.1K as of Q4 2023.
  • Provence Wealth Management Group left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q4 2023.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of Provence Wealth Management Group's portfolio in Q4 2023, its #226 holding.
  • Provence Wealth Management Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2023 and has held it in 2 quarters since.
  • 419 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.