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

Sugarloaf 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
2024 Q4	$10.9K	Buy	+59	New	+$10.8K	﹤0.01%	489
2023 Q4	–	Sell	-59	Closed	-$7.25K	–	690
2023 Q3	$7.25K	Hold	59	–	–	﹤0.01%	500
2023 Q2	$7.71K	Hold	59	–	–	﹤0.01%	506
2023 Q1	$6.72K	Hold	59	–	–	﹤0.01%	520
2022 Q4	$5.58K	Hold	59	–	–	﹤0.01%	566
2022 Q3	$6K	Hold	59	–	–	﹤0.01%	584
2022 Q2	$6K	Hold	59	–	–	﹤0.01%	583
2022 Q1	$7K	Hold	59	–	–	﹤0.01%	522
2021 Q4	$8K	Hold	59	–	–	﹤0.01%	534
2021 Q3	$7K	Hold	59	–	–	﹤0.01%	556
2021 Q2	$7K	Buy	59 +49	+490%	+$5.46K	﹤0.01%	555
2021 Q1	$6	Sell	10 -49	-83%	-$5.21K	﹤0.01%	569
2020 Q4	$6K	Hold	59	–	–	﹤0.01%	525
2020 Q3	$5K	Buy	+59	New	+$5.25K	﹤0.01%	516

Other funds holding FTEC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

FSC

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

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

Sugarloaf Wealth Management's FTEC Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2024: 59 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #489 among its holdings. This is a return to the name: Sugarloaf Wealth Management previously reported a position in FTEC as recently as Q3 2023.

Sugarloaf Wealth Management first reported a position in FTEC in Q3 2020 and has held it in 14 quarters since. 508 funds tracked by Wall St. Rank hold FTEC as of Q4 2024.

Sugarloaf Wealth Management held 59 shares of Fidelity MSCI Information Technology Index ETF worth $10.9K as of Q4 2024.
Fidelity MSCI Information Technology Index ETF was a new Sugarloaf Wealth Management position in Q4 2024.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #489 holding.
Sugarloaf Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and has held it in 14 quarters since.
508 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.