SG
FTEC icon

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

Stonnington 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
2023
Q1 		$628K Buy
5,562
+2,781
+100% +$291K 0.16% 126
2022
Q4 		$268K Buy
+2,781
New +$269K 0.07% 171

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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

Stonnington Group's FTEC Position: Q1 2023 in Review

Stonnington Group increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 100% in Q1 2023, buying an estimated $291K and bringing the position to 5,562 shares worth $628K. The position accounts for 0.16% of the portfolio, ranked #126.

Stonnington Group first reported a position in FTEC in Q4 2022 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold FTEC as of Q1 2023.

  • Stonnington Group held 5,562 shares of Fidelity MSCI Information Technology Index ETF worth $628K as of Q1 2023.
  • Stonnington Group bought 2,781 Fidelity MSCI Information Technology Index ETF shares in Q1 2023, an estimated $291K.
  • Fidelity MSCI Information Technology Index ETF made up 0.16% of Stonnington Group's portfolio in Q1 2023, its #126 holding.
  • Stonnington Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.