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

Retirement 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
2020
Q3 		– Sell
-620
Closed -$51K – 680
2020
Q2 		$51K Buy
+620
New +$45.7K 0.03% 231
2019
Q4 		$100K Buy
+1,385
New +$93.8K 0.07% 165

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Retirement Group's FTEC Position: Q3 2020 in Review

Retirement Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2020, closing a stake of 620 shares — an estimated $51K sold.

Retirement Group first reported a position in FTEC in Q4 2019 and held it in 2 quarters. The position peaked at $100K in Q4 2019. 259 funds tracked by Wall St. Rank hold FTEC as of Q3 2020.

  • Retirement Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2020 after selling out during the quarter.
  • Retirement Group sold 620 Fidelity MSCI Information Technology Index ETF shares in Q3 2020, an estimated $51K.
  • Retirement Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and held it in 2 quarters.
  • Retirement Group's Fidelity MSCI Information Technology Index ETF position peaked at $100K in Q4 2019.
  • 259 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2020.

Based on Retirement Group's 13F filing for Q3 2020, filed 8 Sep 2021.