Spectrum Planning & Advisory Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Spectrum Planning & Advisory Services’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
2021 Q3	–	Sell	-9,090	Closed	-$1.07M	–	48
2021 Q2	$1.07M	Sell	9,090 -7,803	-46%	-$870K	1.03%	27
2021 Q1	$1.79M	Buy	16,893 +3,087	+22%	+$328K	1.84%	15
2020 Q4	$1.44M	Buy	+13,806	New	+$1.34M	1.55%	18

Other funds holding FTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Spectrum Planning & Advisory Services's FTEC Position: Q3 2021 in Review

Spectrum Planning & Advisory Services sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2021, closing a stake of 9,090 shares — an estimated $1.07M sold.

Spectrum Planning & Advisory Services first reported a position in FTEC in Q4 2020 and held it in 3 quarters. The position peaked at $1.79M in Q1 2021. 304 funds tracked by Wall St. Rank hold FTEC as of Q3 2021.

Spectrum Planning & Advisory Services reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2021 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 9,090 Fidelity MSCI Information Technology Index ETF shares in Q3 2021, an estimated $1.07M.
Spectrum Planning & Advisory Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and held it in 3 quarters.
Spectrum Planning & Advisory Services's Fidelity MSCI Information Technology Index ETF position peaked at $1.79M in Q1 2021.
304 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2021.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2021, filed 13 Oct 2021.