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 $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return