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Wealthcare Capital Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-100
Closed -$11K – 300
2021
Q1 		$11K Buy
+100
New +$10.6K ﹤0.01% 266
2020
Q1 		– Sell
-103
Closed -$7K – 405
2019
Q4 		$7K Buy
+103
New +$6.98K ﹤0.01% 214

Other funds holding FTEC

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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

Wealthcare Capital Management's FTEC Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2021, closing a stake of 100 shares — an estimated $11K sold.

Wealthcare Capital Management first reported a position in FTEC in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q1 2021. 298 funds tracked by Wall St. Rank hold FTEC as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 100 Fidelity MSCI Information Technology Index ETF shares in Q2 2021, an estimated $11K.
  • Wealthcare Capital Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Fidelity MSCI Information Technology Index ETF position peaked at $11K in Q1 2021.
  • 298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.