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

Team Financial 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
2024
Q1 		– Sell
-38
Closed -$5.46K – 94
2023
Q4 		$5.46K Buy
+38
New +$5.03K ﹤0.01% 138

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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Team Financial Group's FTEC Position: Q1 2024 in Review

Team Financial Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2024, closing a stake of 38 shares — an estimated $5.46K sold.

Team Financial Group first reported a position in FTEC in Q4 2023 and held it in 1 quarter. The position peaked at $5.46K in Q4 2023. 430 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

  • Team Financial Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2024 after selling out during the quarter.
  • Team Financial Group sold 38 Fidelity MSCI Information Technology Index ETF shares in Q1 2024, an estimated $5.46K.
  • Team Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and held it in 1 quarter.
  • Team Financial Group's Fidelity MSCI Information Technology Index ETF position peaked at $5.46K in Q4 2023.
  • 430 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.