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Sargent Bickham Lagudis’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$4.35K Hold
46
– – ﹤0.01% 819
2022
Q3 		$4K Buy
+46
New +$4.78K ﹤0.01% 801

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 $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sargent Bickham Lagudis's FTEC Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q4 2022 at 46 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Sargent Bickham Lagudis first reported a position in FTEC in Q3 2022 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold FTEC as of Q4 2022.

  • Sargent Bickham Lagudis held 46 shares of Fidelity MSCI Information Technology Index ETF worth $4.35K as of Q4 2022.
  • Sargent Bickham Lagudis left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q4 2022.
  • Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #819 holding.
  • Sargent Bickham Lagudis first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2022 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.