Atlanta Consulting Group Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Atlanta Consulting Group 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 Q1	–	Sell	-1,614	Closed	-$298K	–	126
2024 Q4	$298K	Buy	+1,614	New	+$295K	0.11%	99
2024 Q3	–	Sell	-3,442	Closed	-$590K	–	229
2024 Q2	$590K	Buy	3,442 +1,721	+100%	+$272K	0.13%	61
2024 Q1	$268K	Buy	+1,721	New	+$259K	0.09%	106

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

Atlanta Consulting Group Advisors's FTEC Position: Q1 2025 in Review

Atlanta Consulting Group Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2025, closing a stake of 1,614 shares — an estimated $298K sold.

Atlanta Consulting Group Advisors first reported a position in FTEC in Q1 2024 and held it in 3 quarters. The position peaked at $590K in Q2 2024. 508 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

Atlanta Consulting Group Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2025 after selling out during the quarter.
Atlanta Consulting Group Advisors sold 1,614 Fidelity MSCI Information Technology Index ETF shares in Q1 2025, an estimated $298K.
Atlanta Consulting Group Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and held it in 3 quarters.
Atlanta Consulting Group Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $590K in Q2 2024.
508 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2025, filed 15 May 2025.