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

Reilly 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
2021
Q4 		– Sell
-69
Closed -$8K – 1142
2021
Q3 		$8K Buy
+69
New +$8.45K ﹤0.01% 687
2021
Q2 		– Sell
-154
Closed -$16K – 1026
2021
Q1 		$16K Buy
+154
New +$16.4K ﹤0.01% 584

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 $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Reilly Financial Advisors's FTEC Position: Q4 2021 in Review

Reilly Financial Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2021, closing a stake of 69 shares — an estimated $8K sold.

Reilly Financial Advisors first reported a position in FTEC in Q1 2021 and held it in 2 quarters. The position peaked at $16K in Q1 2021. 347 funds tracked by Wall St. Rank hold FTEC as of Q4 2021.

  • Reilly Financial Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 69 Fidelity MSCI Information Technology Index ETF shares in Q4 2021, an estimated $8K.
  • Reilly Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and held it in 2 quarters.
  • Reilly Financial Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $16K in Q1 2021.
  • 347 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.