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

Abound 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
2026 Q2	$360K	Hold	1,261	–	–	0.07%	59
2026 Q1	$262K	Hold	1,261	–	–	0.06%	78
2025 Q4	$283K	Buy	1,261 +165	+15%	+$37.4K	0.07%	70
2025 Q3	$243K	Buy	1,096 +82	+8%	+$17.1K	0.06%	72
2025 Q2	$200K	Sell	1,014 -30	-3%	-$5.19K	0.06%	80
2025 Q1	$168K	Hold	1,044	–	–	0.06%	81
2024 Q4	$193K	Buy	1,044 +30	+3%	+$5.48K	0.06%	69
2024 Q3	$177K	Buy	+1,014	New	+$171K	0.06%	68

Other funds holding FTEC

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return