T
FTEC icon

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

TCWP’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
2022
Q2 		– Sell
-2,088
Closed -$256K – 811
2022
Q1 		$256K Sell
2,088
-1,031
-33% -$125K 0.05% 243
2021
Q4 		$422K Buy
+3,119
New +$405K 0.08% 164

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TCWP's FTEC Position: Q2 2022 in Review

TCWP sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2022, closing a stake of 2,088 shares — an estimated $256K sold.

TCWP first reported a position in FTEC in Q4 2021 and held it in 2 quarters. The position peaked at $422K in Q4 2021. 309 funds tracked by Wall St. Rank hold FTEC as of Q2 2022.

  • TCWP reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 2,088 Fidelity MSCI Information Technology Index ETF shares in Q2 2022, an estimated $256K.
  • TCWP first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and held it in 2 quarters.
  • TCWP's Fidelity MSCI Information Technology Index ETF position peaked at $422K in Q4 2021.
  • 309 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.