Advisory Alpha’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Advisory Alpha’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 Q1	–	Sell	-1,980	Closed	-$366K	–	463
2024 Q4	$366K	Buy	+1,980	New	+$362K	0.01%	278
2020 Q4	–	Sell	-450	Closed	-$42K	–	288
2020 Q3	$42K	Buy	+450	New	+$40K	0.01%	225
2020 Q2	–	Sell	-1,240	Closed	-$84K	–	275
2020 Q1	$84K	Sell	1,240 -3,610	-74%	-$259K	0.02%	160
2019 Q4	$367K	Buy	4,850 +370	+8%	+$25.1K	0.09%	87
2019 Q3	$284K	Sell	4,480 -308	-6%	-$19.6K	0.08%	90
2019 Q2	$308K	Buy	4,788 +865	+22%	+$52.7K	0.1%	82
2019 Q1	$239K	Sell	3,923 -480	-11%	-$26.4K	0.09%	95
2018 Q4	$241K	Buy	4,403 +3,220	+272%	+$173K	0.11%	74
2018 Q3	$63K	Buy	+1,183	New	+$69.3K	0.02%	119
2018 Q1	–	Sell	-3,565	Closed	-$190K	–	128
2017 Q4	$190K	Buy	+3,565	New	+$176K	0.06%	92
2017 Q3	–	Sell	-2,474	Closed	-$111K	–	124
2017 Q2	$111K	Buy	2,474 +711	+40%	+$30.4K	0.03%	112
2017 Q1	$73K	Buy	+1,763	New	+$69.9K	0.03%	123

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 22.96% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

FSC

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

Advisory Alpha's FTEC Position: Q1 2025 in Review

Advisory Alpha sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2025, closing a stake of 1,980 shares — an estimated $366K sold.

Advisory Alpha first reported a position in FTEC in Q1 2017 and held it in 12 quarters. The position peaked at $367K in Q4 2019. 508 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

Advisory Alpha reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2025 after selling out during the quarter.
Advisory Alpha sold 1,980 Fidelity MSCI Information Technology Index ETF shares in Q1 2025, an estimated $366K.
Advisory Alpha first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2017 and held it in 12 quarters.
Advisory Alpha's Fidelity MSCI Information Technology Index ETF position peaked at $367K in Q4 2019.
508 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on Advisory Alpha's 13F filing for Q1 2025, filed 8 Apr 2025.