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

SVA 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
2020
Q4 		$228K Hold
2,185
– – 0.02% 218
2020
Q3 		$201K Buy
+2,185
New +$194K 0.02% 205

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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $374B AUM 17.66% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $530B AUM 22.01% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

SVA Wealth Management's FTEC Position: Q4 2020 in Review

SVA Wealth Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q4 2020 at 2,185 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #218.

SVA Wealth Management first reported a position in FTEC in Q3 2020 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold FTEC as of Q4 2020.

  • SVA Wealth Management held 2,185 shares of Fidelity MSCI Information Technology Index ETF worth $228K as of Q4 2020.
  • SVA Wealth Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q4 2020.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #218 holding.
  • SVA Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.