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

Toth Financial Advisory’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
2021
Q2 		– Sell
-20
Closed -$2K – 709
2021
Q1 		$2K Sell
20
-21
-51% -$2.23K ﹤0.01% 586
2020
Q4 		$4K Hold
41
– – ﹤0.01% 471
2020
Q3 		$4K Sell
41
-111
-73% -$9.88K ﹤0.01% 440
2020
Q2 		$13K Buy
+152
New +$11.2K ﹤0.01% 324

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Toth Financial Advisory's FTEC Position: Q2 2021 in Review

Toth Financial Advisory sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2021, closing a stake of 20 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in FTEC in Q2 2020 and held it in 4 quarters. The position peaked at $13K in Q2 2020. 298 funds tracked by Wall St. Rank hold FTEC as of Q2 2021.

  • Toth Financial Advisory reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 20 Fidelity MSCI Information Technology Index ETF shares in Q2 2021, an estimated $2K.
  • Toth Financial Advisory first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2020 and held it in 4 quarters.
  • Toth Financial Advisory's Fidelity MSCI Information Technology Index ETF position peaked at $13K in Q2 2020.
  • 298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2021.

Based on Toth Financial Advisory's 13F filing for Q2 2021, filed 26 Jul 2021.