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

TRUADVICE’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
-7,690
Closed -$869K – 310
2021
Q1 		$869K Sell
7,690
-9,375
-55% -$996K 0.26% 85
2020
Q4 		$1.8M Buy
17,065
+3,782
+28% +$368K 0.55% 41
2020
Q3 		$1.24M Buy
+13,283
New +$1.18M 0.51% 49

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

TRUADVICE's FTEC Position: Q2 2021 in Review

TRUADVICE sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2021, closing a stake of 7,690 shares — an estimated $869K sold.

TRUADVICE first reported a position in FTEC in Q3 2020 and held it in 3 quarters. The position peaked at $1.8M in Q4 2020. 298 funds tracked by Wall St. Rank hold FTEC as of Q2 2021.

  • TRUADVICE reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2021 after selling out during the quarter.
  • TRUADVICE sold 7,690 Fidelity MSCI Information Technology Index ETF shares in Q2 2021, an estimated $869K.
  • TRUADVICE first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and held it in 3 quarters.
  • TRUADVICE's Fidelity MSCI Information Technology Index ETF position peaked at $1.8M in Q4 2020.
  • 298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2021.

Based on TRUADVICE's 13F filing for Q2 2021, filed 28 Jul 2021.