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

Welch Capital 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
2023 Q1	–	Sell	-4,890	Closed	-$462K	–	26
2022 Q4	$462K	Hold	4,890	–	–	0.15%	15
2022 Q3	$445K	Hold	4,890	–	–	0.15%	16
2022 Q2	$472K	Hold	4,890	–	–	0.15%	18
2022 Q1	$602K	Hold	4,890	–	–	0.15%	17
2021 Q4	$662K	Buy	+4,890	New	+$635K	0.15%	18

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Welch Capital Partners's FTEC Position: Q1 2023 in Review

Welch Capital Partners sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2023, closing a stake of 4,890 shares — an estimated $462K sold.

Welch Capital Partners first reported a position in FTEC in Q4 2021 and held it in 5 quarters. The position peaked at $662K in Q4 2021. 335 funds tracked by Wall St. Rank hold FTEC as of Q1 2023.

Welch Capital Partners reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2023 after selling out during the quarter.
Welch Capital Partners sold 4,890 Fidelity MSCI Information Technology Index ETF shares in Q1 2023, an estimated $462K.
Welch Capital Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and held it in 5 quarters.
Welch Capital Partners's Fidelity MSCI Information Technology Index ETF position peaked at $662K in Q4 2021.
335 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2023.

Based on Welch Capital Partners's 13F filing for Q1 2023, filed 11 May 2023.