WFG Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

WFG Advisors’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
2017 Q2	$246K	Buy	5,756 +2,228	+63%	+$95.2K	0.06%	323
2017 Q1	$145K	Buy	3,528 +1,680	+91%	+$66.6K	0.04%	399
2016 Q4	$68K	Buy	1,848 +2	+0.1%	+$73	0.02%	645
2016 Q3	$67K	Buy	1,846 +3	+0.2%	+$105	0.02%	635
2016 Q2	$60K	Buy	1,843 +803	+77%	+$26.2K	0.02%	642
2016 Q1	$35K	Buy	1,040 +52	+5%	+$1.61K	0.01%	758
2015 Q4	$32K	Buy	988 +230	+30%	+$7.6K	0.01%	775
2015 Q3	$23K	Sell	758 -2,997	-80%	-$94.8K	0.01%	850
2015 Q2	$120K	Buy	+3,755	New	+$124K	0.03%	480
2015 Q1	–	Sell	-1,020	Closed	-$32K	–	1881
2014 Q4	$32K	Buy	+1,020	New	+$31.3K	0.01%	1063

Other funds holding FTEC

Envestnet Asset Management

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

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return