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Romano Brothers & Co’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-400
Closed -$37.8K – 537
2022
Q4 		$37.8K Buy
+400
New +$38.6K 0.01% 515

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FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

Romano Brothers & Co's FTEC Position: Q1 2023 in Review

Romano Brothers & Co sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2023, closing a stake of 400 shares — an estimated $37.8K sold.

Romano Brothers & Co first reported a position in FTEC in Q4 2022 and held it in 1 quarter. The position peaked at $37.8K in Q4 2022. 335 funds tracked by Wall St. Rank hold FTEC as of Q1 2023.

  • Romano Brothers & Co reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 400 Fidelity MSCI Information Technology Index ETF shares in Q1 2023, an estimated $37.8K.
  • Romano Brothers & Co first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Fidelity MSCI Information Technology Index ETF position peaked at $37.8K in Q4 2022.
  • 335 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.