Xcel Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Xcel Wealth 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
2023 Q3	–	Sell	-4,759	Closed	-$622K	–	116
2023 Q2	$622K	Buy	4,759 +549	+13%	+$65.2K	0.2%	77
2023 Q1	$480K	Buy	4,210 +392	+10%	+$41K	0.17%	88
2022 Q4	$361K	Buy	3,818 +214	+6%	+$20.7K	0.14%	94
2022 Q3	$328K	Buy	3,604 +171	+5%	+$17.8K	0.12%	99
2022 Q2	$331K	Buy	3,433 +36	+1%	+$3.84K	0.12%	97
2022 Q1	$418K	Sell	3,397 -1,160	-25%	-$141K	0.11%	107
2021 Q4	$617K	Buy	4,557 +599	+15%	+$77.8K	0.16%	93
2021 Q3	$470K	Buy	3,958 +322	+9%	+$39.4K	0.14%	100
2021 Q2	$428K	Buy	3,636 +131	+4%	+$14.6K	0.13%	104
2021 Q1	$371K	Buy	3,505 +167	+5%	+$17.7K	0.13%	100
2020 Q4	$348K	Buy	3,338 +14	+0.4%	+$1.36K	0.15%	95
2020 Q3	$306K	Buy	3,324 +148	+5%	+$13.2K	0.16%	89
2020 Q2	$261K	Buy	+3,176	New	+$234K	0.16%	87

Other funds holding FTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $424B AUM 22.96% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Xcel Wealth Management's FTEC Position: Q3 2023 in Review

Xcel Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2023, closing a stake of 4,759 shares — an estimated $622K sold.

Xcel Wealth Management first reported a position in FTEC in Q2 2020 and held it in 13 quarters. The position peaked at $622K in Q2 2023. 370 funds tracked by Wall St. Rank hold FTEC as of Q3 2023.

Xcel Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2023 after selling out during the quarter.
Xcel Wealth Management sold 4,759 Fidelity MSCI Information Technology Index ETF shares in Q3 2023, an estimated $622K.
Xcel Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2020 and held it in 13 quarters.
Xcel Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $622K in Q2 2023.
370 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2023.

Based on Xcel Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.