Sutton Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Sutton Wealth Advisors’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 Q3	$56.2K	Hold	457	–	–	0.03%	216
2023 Q2	$59.7K	Buy	+457	New	+$54.3K	0.03%	206

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sutton Wealth Advisors's FTEC Position: Q3 2023 in Review

Sutton Wealth Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2023 at 457 shares worth $56.2K. The position accounts for 0.03% of the portfolio, ranked #216.

Sutton Wealth Advisors first reported a position in FTEC in Q2 2023 and has held it in 2 quarters since. The position peaked at $59.7K in Q2 2023. 371 funds tracked by Wall St. Rank hold FTEC as of Q3 2023.

Sutton Wealth Advisors held 457 shares of Fidelity MSCI Information Technology Index ETF worth $56.2K as of Q3 2023.
Sutton Wealth Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2023.
Fidelity MSCI Information Technology Index ETF made up 0.03% of Sutton Wealth Advisors's portfolio in Q3 2023, its #216 holding.
Sutton Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and has held it in 2 quarters since.
Sutton Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $59.7K in Q2 2023.
371 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.