Atomi Financial Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Atomi Financial Group’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	$581K	Sell	2,793 -300	-10%	-$65.9K	0.02%	659
2025 Q4	$695K	Sell	3,093 -2,767	-47%	-$627K	0.02%	545
2025 Q3	$1.3M	Sell	5,860 -860	-13%	-$179K	0.04%	300
2025 Q2	$1.33M	Buy	6,720 +57	+0.9%	+$9.86K	0.05%	265
2025 Q1	$1.07M	Buy	6,663 +1,915	+40%	+$343K	0.05%	291
2024 Q4	$878K	Sell	4,748 -14	-0.3%	-$2.56K	0.04%	301
2024 Q3	$831K	Buy	4,762 +1,284	+37%	+$217K	0.05%	285
2024 Q2	$597K	Buy	3,478 +1,012	+41%	+$160K	0.04%	344
2024 Q1	$384K	Buy	+2,466	New	+$371K	0.04%	439

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