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Tyler-Stone Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-262
Closed -$44.9K – 533
2024
Q2 		$44.9K Buy
262
+1
+0.4% +$158 0.02% 390
2024
Q1 		$40.7K Hold
261
– – 0.02% 396
2023
Q4 		$37.5K Buy
261
+1
+0.4% +$132 0.02% 405
2023
Q3 		$32K Hold
260
– – 0.02% 408
2023
Q2 		$34K Buy
+260
New +$30.9K 0.02% 396
2022
Q4 		$25K Hold
260
– – 0.02% 417
2022
Q3 		$24K Hold
260
– – 0.02% 404
2022
Q2 		$25K Hold
260
– – 0.02% 413
2022
Q1 		$32K Hold
260
– – 0.02% 407
2021
Q4 		$35K Buy
+260
New +$33.7K 0.02% 414

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CM
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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return