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Fidelity msci info tech i shares owned by Long Run Wealth Advisors

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

Historical chart of Long Run Wealth Advisors investment in Fidelity msci info tech i

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci info tech i held by Long Run Wealth Advisors 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 Long Run Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $239k 1.5k 155.87
2023-12-31 $220k 1.5k 143.63

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Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Communication (XLC)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Financial (XLF)
First Tr Exchange-traded First Tr Enh New (FTSM)
Microsoft Corporation (MSFT)

View all positions for Long Run Wealth Advisors

Top funds holding Fidelity msci info tech i

Charles Schwab Investment Management
Lido Advisors
Churchill Management Corp.
Commonwealth Equity Services
Envestnet Asset Management
LPL Financial
Cambridge Investment Research Advisors
Advisor Group Holdings
Agf Management
Jpmorgan Chase & Co
PFG Financial Advisors
Advisory Services Network
Stifel Financial
Financial Partners Group
Kestra Advisory Services

View all funds holding Fidelity msci info tech i