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

Smart Money 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
Q4 		– Sell
-23,429
Closed -$2.16M – 67
2020
Q3 		$2.16M Buy
23,429
+3,303
+16% +$294K 0.93% 36
2020
Q2 		$1.66M Sell
20,126
-25,303
-56% -$1.87M 0.98% 32
2020
Q1 		$1.88M Buy
+45,429
New +$3.26M 1.32% 23

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
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
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

Smart Money Group's FTEC Position: Q4 2020 in Review

Smart Money Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2020, closing a stake of 23,429 shares — an estimated $2.16M sold.

Smart Money Group first reported a position in FTEC in Q1 2020 and held it in 3 quarters. The position peaked at $2.16M in Q3 2020. 290 funds tracked by Wall St. Rank hold FTEC as of Q4 2020.

  • Smart Money Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2020 after selling out during the quarter.
  • Smart Money Group sold 23,429 Fidelity MSCI Information Technology Index ETF shares in Q4 2020, an estimated $2.16M.
  • Smart Money Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and held it in 3 quarters.
  • Smart Money Group's Fidelity MSCI Information Technology Index ETF position peaked at $2.16M in Q3 2020.
  • 290 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.