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

Tradition 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
2024 Q1	–	Sell	-46	Closed	-$7K	–	680
2023 Q4	$7K	Sell	46 -9	-16%	-$1.19K	﹤0.01%	1064
2023 Q3	$7K	Hold	55	–	–	﹤0.01%	1088
2023 Q2	$7K	Buy	55 +10	+22%	+$1.19K	﹤0.01%	1119
2023 Q1	$5K	Sell	45 -7	-13%	-$732	﹤0.01%	1146
2022 Q4	$5K	Sell	52 -326	-86%	-$31.5K	﹤0.01%	1041
2022 Q3	$34K	Sell	378 -12	-3%	-$1.25K	0.01%	618
2022 Q2	$38K	Sell	390 -8,624	-96%	-$919K	0.01%	514
2022 Q1	$1.11M	Sell	9,014 -3,352	-27%	-$407K	0.14%	120
2021 Q4	$1.67M	Sell	12,366 -4,246	-26%	-$551K	0.21%	98
2021 Q3	$1.97M	Buy	16,612 +16,212	+4,053%	+$1.99M	0.28%	84
2021 Q2	$47K	Buy	+400	New	+$44.6K	0.01%	544
2021 Q1	–	Sell	-45	Closed	-$5K	–	874
2020 Q4	$5K	Buy	+45	New	+$4.38K	﹤0.01%	842

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

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

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Tradition Wealth Management's FTEC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2024, closing a stake of 46 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in FTEC in Q4 2020 and held it in 12 quarters. The position peaked at $1.97M in Q3 2021. 429 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

Tradition Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 46 Fidelity MSCI Information Technology Index ETF shares in Q1 2024, an estimated $7K.
Tradition Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $1.97M in Q3 2021.
429 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.