Ranch Capital Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-500	Closed	-$59K	–	301
2021 Q3	$59K	Buy	+500	New	+$61.2K	0.04%	252
2021 Q2	–	Sell	-500	Closed	-$55.7K	–	283
2021 Q1	$52K	Hold	500	–	–	0.03%	290
2020 Q4	$52K	Hold	500	–	–	0.04%	289
2020 Q3	$46K	Hold	500	–	–	0.04%	297
2020 Q2	$44K	Hold	500	–	–	0.03%	323
2020 Q1	$31K	Hold	500	–	–	0.03%	356
2019 Q4	$36K	Buy	+500	New	+$33.9K	0.03%	391

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Ranch Capital Advisors's FTEC Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2021, closing a stake of 500 shares — an estimated $59K sold.

Ranch Capital Advisors first reported a position in FTEC in Q4 2019 and held it in 7 quarters. The position peaked at $59K in Q3 2021. 347 funds tracked by Wall St. Rank hold FTEC as of Q4 2021.

Ranch Capital Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 500 Fidelity MSCI Information Technology Index ETF shares in Q4 2021, an estimated $59K.
Ranch Capital Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and held it in 7 quarters.
Ranch Capital Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $59K in Q3 2021.
347 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.