WR Wealth Planners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

WR Wealth Planners’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
2024 Q4	$15.7K	Sell	85 -20	-19%	-$3.65K	0.01%	522
2024 Q3	$18.3K	Hold	105	–	–	0.01%	504
2024 Q2	$18K	Sell	105 -137	-57%	-$21.7K	0.01%	460
2024 Q1	$37.7K	Buy	+242	New	+$36.4K	0.01%	371
2023 Q4	–	Sell	-305	Closed	-$37.5K	–	431
2023 Q3	$37.5K	Sell	305 -4	-1%	-$515	0.01%	353
2023 Q2	$40.4K	Sell	309 -108	-26%	-$12.8K	0.02%	344
2023 Q1	$47.5K	Sell	417 -66	-14%	-$6.9K	0.02%	325
2022 Q4	$45.6K	Sell	483 -15	-3%	-$1.45K	0.03%	172
2022 Q3	$45.3K	Sell	498 -59	-11%	-$6.14K	0.03%	170
2022 Q2	$53.8K	Sell	557 -88	-14%	-$9.38K	0.04%	161
2022 Q1	$79.4K	Buy	+645	New	+$78.3K	0.05%	142

Other funds holding FTEC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

FSC

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

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

WR Wealth Planners's FTEC Position: Q4 2024 in Review

WR Wealth Planners reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 19% in Q4 2024, selling an estimated $3.65K and leaving 85 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #522.

WR Wealth Planners first reported a position in FTEC in Q1 2022 and has held it in 11 quarters since. The position peaked at $79.4K in Q1 2022. 509 funds tracked by Wall St. Rank hold FTEC as of Q4 2024.

WR Wealth Planners held 85 shares of Fidelity MSCI Information Technology Index ETF worth $15.7K as of Q4 2024.
WR Wealth Planners sold 20 Fidelity MSCI Information Technology Index ETF shares in Q4 2024, an estimated $3.65K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #522 holding.
WR Wealth Planners first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Fidelity MSCI Information Technology Index ETF position peaked at $79.4K in Q1 2022.
509 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.