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Atria Wealth Solutions’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Atria Wealth Solutions’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
Q2 		$9.94M Sell
50,082
-53,841
-52% -$9.32M 0.22% 101
2025
Q1 		$16.8M Buy
103,923
+24,793
+31% +$4.44M 0.2% 108
2024
Q4 		$14.6M Sell
79,130
-10,929
-12% -$2M 0.16% 133
2024
Q3 		$15.7M Buy
90,059
+9,345
+12% +$1.58M 0.17% 127
2024
Q2 		$13.8M Sell
80,714
-5,827
-7% -$921K 0.15% 141
2024
Q1 		$13.5M Buy
86,541
+2,207
+3% +$332K 0.15% 146
2023
Q4 		$12.1M Buy
84,334
+11,482
+16% +$1.52M 0.15% 146
2023
Q3 		$8.96M Sell
72,852
-3,606
-5% -$464K 0.13% 172
2023
Q2 		$9.99M Sell
76,458
-25,274
-25% -$3M 0.14% 154
2023
Q1 		$11.6M Buy
101,732
+13,084
+15% +$1.37M 0.17% 131
2022
Q4 		$8.38M Sell
88,648
-47,524
-35% -$4.59M 0.13% 167
2022
Q3 		$12.4M Buy
136,172
+7,943
+6% +$826K 0.21% 104
2022
Q2 		$12.4M Buy
128,229
+15,007
+13% +$1.6M 0.23% 100
2022
Q1 		$13.9M Buy
+113,222
New +$13.7M 0.23% 90

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's FTEC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 52% in Q2 2025, selling an estimated $9.32M and leaving 50,082 shares worth $9.94M. The position accounts for 0.22% of the portfolio, ranked #101.

Atria Wealth Solutions first reported a position in FTEC in Q1 2022 and has held it in 14 quarters since. The position peaked at $16.8M in Q1 2025. 546 funds tracked by Wall St. Rank hold FTEC as of Q2 2025.

  • Atria Wealth Solutions held 50,082 shares of Fidelity MSCI Information Technology Index ETF worth $9.94M as of Q2 2025.
  • Atria Wealth Solutions sold 53,841 Fidelity MSCI Information Technology Index ETF shares in Q2 2025, an estimated $9.32M.
  • Fidelity MSCI Information Technology Index ETF made up 0.22% of Atria Wealth Solutions's portfolio in Q2 2025, its #101 holding.
  • Atria Wealth Solutions first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Fidelity MSCI Information Technology Index ETF position peaked at $16.8M in Q1 2025.
  • 546 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.