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Royal Capital Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Royal Capital Wealth Management’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
2022
Q2 		– Sell
-2,395
Closed -$295K – 99
2022
Q1 		$295K Buy
2,395
+4
+0.2% +$485 0.29% 75
2021
Q4 		$324K Buy
+2,391
New +$310K 0.31% 73

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FSC
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Capital Wealth Management's FTEC Position: Q2 2022 in Review

Royal Capital Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2022, closing a stake of 2,395 shares — an estimated $295K sold.

Royal Capital Wealth Management first reported a position in FTEC in Q4 2021 and held it in 2 quarters. The position peaked at $324K in Q4 2021. 309 funds tracked by Wall St. Rank hold FTEC as of Q2 2022.

  • Royal Capital Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2022 after selling out during the quarter.
  • Royal Capital Wealth Management sold 2,395 Fidelity MSCI Information Technology Index ETF shares in Q2 2022, an estimated $295K.
  • Royal Capital Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and held it in 2 quarters.
  • Royal Capital Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $324K in Q4 2021.
  • 309 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2022.

Based on Royal Capital Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.