TFS
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TrustCore Financial Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

TrustCore Financial Services’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
2022
Q4 		$71K Buy
+751
New +$72.5K 0.01% 400

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Lido Advisors
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TrustCore Financial Services's FTEC Position: Q4 2022 in Review

TrustCore Financial Services opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2022: 751 shares worth $71K. The stake represents 0.01% of the portfolio and ranks #400 among its holdings.

323 funds tracked by Wall St. Rank hold FTEC as of Q4 2022.

  • TrustCore Financial Services held 751 shares of Fidelity MSCI Information Technology Index ETF worth $71K as of Q4 2022.
  • Fidelity MSCI Information Technology Index ETF was a new TrustCore Financial Services position in Q4 2022.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #400 holding.
  • 323 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.