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

WealthPLAN Partners’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
-3,803
Closed -$413K – 360
2021
Q1 		$413K Buy
3,803
+289
+8% +$30.7K 0.03% 243
2020
Q4 		$385K Buy
3,514
+74
+2% +$7.19K 0.03% 242
2020
Q3 		$328K Buy
3,440
+181
+6% +$16.1K 0.03% 239
2020
Q2 		$293K Buy
3,259
+415
+15% +$30.6K 0.03% 245
2020
Q1 		$207K Buy
+2,844
New +$204K 0.03% 233

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 22.96% 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

WealthPLAN Partners's FTEC Position: Q2 2021 in Review

WealthPLAN Partners sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2021, closing a stake of 3,803 shares — an estimated $413K sold.

WealthPLAN Partners first reported a position in FTEC in Q1 2020 and held it in 5 quarters. The position peaked at $413K in Q1 2021. 298 funds tracked by Wall St. Rank hold FTEC as of Q2 2021.

  • WealthPLAN Partners reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2021 after selling out during the quarter.
  • WealthPLAN Partners sold 3,803 Fidelity MSCI Information Technology Index ETF shares in Q2 2021, an estimated $413K.
  • WealthPLAN Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and held it in 5 quarters.
  • WealthPLAN Partners's Fidelity MSCI Information Technology Index ETF position peaked at $413K in Q1 2021.
  • 298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2021.

Based on WealthPLAN Partners's 13F filing for Q2 2021, filed 19 Aug 2021.