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Fidelity msci info tech i shares owned by Affinity Wealth Management

Quarter-by-quarter ownership of Fidelity msci info tech i (FTEC) shares owned by Affinity Wealth Management from 13F filings

Historical chart of Affinity Wealth Management investment in Fidelity msci info tech i

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All positions including Fidelity msci info tech i held by Affinity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci info tech i by Affinity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 1.1k 222.07
2025-06-30 $211k 1.1k 197.17

More positions owned by Affinity Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U S Equity Factr (LRGF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Spdr Series Trust Aerospace Def (XAR)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Energy (XLE)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
Microsoft Corporation (MSFT)

View all positions for Affinity Wealth Management

Top funds holding Fidelity msci info tech i

Lido Advisors
Charles Schwab Investment Management
Richard Bernstein Advisors
Commonwealth Equity Services
Agf Management
Envestnet Asset Management
LPL Financial
Mercer Global Advisors
Full Sail Capital
Morgan Stanley
Northwestern Mutual Wealth Management Company
Kestra Advisory Services
Advisor Group Holdings
Kestra Investment Management
Portfolio Strategies

View all funds holding Fidelity msci info tech i