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

TimeScale Financial’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 Q2	$79.6K	Hold	609	–	–	0.02%	176
2023 Q1	$69.4K	Buy	+609	New	+$63.7K	0.02%	181
2022 Q1	–	Sell	-59	Closed	-$8K	–	539
2021 Q4	$8K	Hold	59	–	–	﹤0.01%	327
2021 Q3	$7K	Hold	59	–	–	﹤0.01%	344
2021 Q2	$7K	Sell	59 -194	-77%	-$21.6K	﹤0.01%	353
2021 Q1	$27K	Buy	+253	New	+$26.9K	0.01%	237

Other funds holding FTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $424B AUM 22.96% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TimeScale Financial's FTEC Position: Q2 2023 in Review

TimeScale Financial held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2023 at 609 shares worth $79.6K. The position accounts for 0.02% of the portfolio, ranked #176.

TimeScale Financial first reported a position in FTEC in Q1 2021 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold FTEC as of Q2 2023.

TimeScale Financial held 609 shares of Fidelity MSCI Information Technology Index ETF worth $79.6K as of Q2 2023.
TimeScale Financial left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2023.
Fidelity MSCI Information Technology Index ETF made up 0.02% of TimeScale Financial's portfolio in Q2 2023, its #176 holding.
TimeScale Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and has held it in 6 quarters since.
372 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.