Wealth Advisors of Tampa Bay’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Wealth Advisors of Tampa Bay’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 Q3	–	Sell	-2,800	Closed	-$270K	–	82
2022 Q2	$270K	Hold	2,800	–	–	0.08%	80
2022 Q1	$345K	Hold	2,800	–	–	0.09%	80
2021 Q4	$379K	Buy	+2,800	New	+$363K	0.09%	83

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

FSC

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Advisors of Tampa Bay's FTEC Position: Q3 2022 in Review

Wealth Advisors of Tampa Bay sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2022, closing a stake of 2,800 shares — an estimated $270K sold.

Wealth Advisors of Tampa Bay first reported a position in FTEC in Q4 2021 and held it in 3 quarters. The position peaked at $379K in Q4 2021. 298 funds tracked by Wall St. Rank hold FTEC as of Q3 2022.

Wealth Advisors of Tampa Bay reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2022 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 2,800 Fidelity MSCI Information Technology Index ETF shares in Q3 2022, an estimated $270K.
Wealth Advisors of Tampa Bay first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and held it in 3 quarters.
Wealth Advisors of Tampa Bay's Fidelity MSCI Information Technology Index ETF position peaked at $379K in Q4 2021.
298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2022.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q3 2022, filed 12 Oct 2022.