1620 Investment Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

1620 Investment 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
2025 Q3	–	Sell	-20	Closed	-$3.94K	–	665
2025 Q2	$3.94K	Hold	20	–	–	﹤0.01%	548
2025 Q1	$3.23K	Buy	+20	New	+$3.58K	﹤0.01%	546

Other funds holding FTEC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

RBA

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

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FSC

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

1620 Investment Advisors's FTEC Position: Q3 2025 in Review

1620 Investment Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2025, closing a stake of 20 shares — an estimated $3.94K sold.

1620 Investment Advisors first reported a position in FTEC in Q1 2025 and held it in 2 quarters. The position peaked at $3.94K in Q2 2025. 564 funds tracked by Wall St. Rank hold FTEC as of Q3 2025.

1620 Investment Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2025 after selling out during the quarter.
1620 Investment Advisors sold 20 Fidelity MSCI Information Technology Index ETF shares in Q3 2025, an estimated $3.94K.
1620 Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2025 and held it in 2 quarters.
1620 Investment Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $3.94K in Q2 2025.
564 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2025.

Based on 1620 Investment Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.