SWM
FTEC icon

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

Sanctuary 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
2023
Q3 		– Sell
-31,591
Closed -$4.13M – 294
2023
Q2 		$4.13M Buy
+31,591
New +$3.75M 4.37% 4

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
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 22.96% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sanctuary Wealth Management's FTEC Position: Q3 2023 in Review

Sanctuary Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2023, closing a stake of 31,591 shares — an estimated $4.13M sold.

Sanctuary Wealth Management first reported a position in FTEC in Q2 2023 and held it in 1 quarter. The position peaked at $4.13M in Q2 2023. 370 funds tracked by Wall St. Rank hold FTEC as of Q3 2023.

  • Sanctuary Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2023 after selling out during the quarter.
  • Sanctuary Wealth Management sold 31,591 Fidelity MSCI Information Technology Index ETF shares in Q3 2023, an estimated $4.13M.
  • Sanctuary Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and held it in 1 quarter.
  • Sanctuary Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $4.13M in Q2 2023.
  • 370 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2023.

Based on Sanctuary Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.