Acorn Financial Advisory Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Acorn Financial Advisory Services’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 Q1	$1.92M	Buy	9,251 +670	+8%	+$147K	0.26%	43
2025 Q4	$1.93M	Buy	8,581 +780	+10%	+$177K	0.28%	39
2025 Q3	$1.73M	Buy	7,801 +1,436	+23%	+$299K	0.27%	41
2025 Q2	$1.26M	Buy	6,365 +1,335	+27%	+$231K	0.21%	55
2025 Q1	$811K	Buy	5,030 +342	+7%	+$61.3K	0.15%	75
2024 Q4	$867K	Buy	4,688 +546	+13%	+$99.8K	0.14%	77
2024 Q3	$723K	Buy	4,142 +1	+0%	+$169	0.13%	78
2024 Q2	$710K	Buy	4,141 +889	+27%	+$141K	0.13%	82
2024 Q1	$507K	Buy	+3,252	New	+$490K	0.1%	107

Other funds holding FTEC

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return