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

Avantax 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
2025 Q2	$2.46M	Sell	12,464 -104	-0.8%	-$18K	0.01%	700
2025 Q1	$2.03M	Buy	12,568 +1,269	+11%	+$227K	0.01%	734
2024 Q4	$2.09M	Buy	11,299 +760	+7%	+$139K	0.01%	693
2024 Q3	$1.84M	Buy	10,539 +2,264	+27%	+$383K	0.01%	743
2024 Q2	$1.42M	Buy	8,275 +3,533	+75%	+$559K	0.01%	805
2024 Q1	$739K	Sell	4,742 -1,809	-28%	-$272K	0.01%	872
2023 Q4	$941K	Buy	6,551 +111	+2%	+$14.7K	0.01%	733
2023 Q3	$792K	Sell	6,440 -715	-10%	-$92K	0.01%	767
2023 Q2	$935K	Buy	+7,155	New	+$850K	0.01%	704
2021 Q1	–	Sell	-3,921	Closed	-$412K	–	1051
2020 Q4	$412K	Sell	3,921 -493	-11%	-$47.9K	0.01%	614
2020 Q3	$406K	Buy	+4,414	New	+$393K	0.01%	886

Other funds holding FTEC

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIM

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

FSC

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

Avantax Advisory Services's FTEC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.83% in Q2 2025, selling an estimated $18K and leaving 12,464 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #700.

Avantax Advisory Services first reported a position in FTEC in Q3 2020 and has held it in 11 quarters since. 545 funds tracked by Wall St. Rank hold FTEC as of Q2 2025.

Avantax Advisory Services held 12,464 shares of Fidelity MSCI Information Technology Index ETF worth $2.46M as of Q2 2025.
Avantax Advisory Services sold 104 Fidelity MSCI Information Technology Index ETF shares in Q2 2025, an estimated $18K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #700 holding.
Avantax Advisory Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and has held it in 11 quarters since.
545 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.