B. Riley Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $594K | Buy |
2,135
+60
| +3% | +$15.7K | 0.03% | 426 |
|
|
2026
Q1 | $414K | Sell |
2,075
-802
| -28% | -$176K | 0.03% | 487 |
|
|
2025
Q4 | $646K | Sell |
2,877
-13
| -0.4% | -$2.94K | 0.03% | 447 |
|
|
2025
Q3 | $642K | Buy |
2,890
+239
| +9% | +$49.7K | 0.03% | 457 |
|
|
2025
Q2 | $523K | Buy |
+2,651
| New | +$459K | 0.03% | 515 |
|
|
2024
Q4 | $437K | Buy |
2,366
+200
| +9% | +$36.6K | 0.01% | 742 |
|
|
2024
Q3 | $377K | Buy |
2,166
+211
| +11% | +$35.7K | 0.01% | 848 |
|
|
2024
Q2 | $335K | Buy |
1,955
+10
| +0.5% | +$1.58K | 0.01% | 979 |
|
|
2024
Q1 | $239K | Buy |
1,945
+150
| +8% | +$22.6K | 0.01% | 1165 |
|
|
2023
Q4 | $258K | Sell |
1,795
-150
| -8% | -$19.9K | 0.01% | 1120 |
|
|
2023
Q3 | $239K | Buy |
1,945
+400
| +26% | +$51.5K | 0.01% | 1165 |
|
|
2023
Q2 | $202K | Buy |
+1,545
| New | +$183K | ﹤0.01% | 1353 |
|
|
2022
Q1 | – | Sell |
-5,756
| Closed | -$780K | – | 1431 |
|
|
2021
Q4 | $780K | Sell |
5,756
-293
| -5% | -$38K | 0.02% | 617 |
|
|
2021
Q3 | $718K | Sell |
6,049
-331
| -5% | -$40.5K | 0.02% | 631 |
|
|
2021
Q2 | $752K | Sell |
6,380
-757
| -11% | -$84.4K | 0.02% | 614 |
|
|
2021
Q1 | $756K | Buy |
7,137
+902
| +14% | +$95.9K | 0.03% | 567 |
|
|
2020
Q4 | $652K | Sell |
6,235
-18,681
| -75% | -$1.82M | 0.03% | 450 |
|
|
2020
Q3 | $2.27M | Buy |
24,916
+3,745
| +18% | +$333K | 0.12% | 182 |
|
|
2020
Q2 | $1.74M | Sell |
21,171
-24,510
| -54% | -$1.81M | 0.12% | 187 |
|
|
2020
Q1 | $2.86M | Buy |
+45,681
| New | +$3.28M | 0.24% | 101 |
|
|
2017
Q3 | – | Sell |
-21,805
| Closed | -$932K | – | 555 |
|
|
2017
Q2 | $932K | Sell |
21,805
-932
| -4% | -$39.8K | 0.17% | 162 |
|
|
2017
Q1 | $936K | Buy |
+22,737
| New | +$902K | 0.19% | 137 |
|
|
2016
Q4 | – | Sell |
-12,730
| Closed | -$466K | – | 567 |
|
|
2016
Q3 | $466K | Buy |
12,730
+1,161
| +10% | +$40.8K | 0.09% | 284 |
|
|
2016
Q2 | $375K | Buy |
11,569
+40
| +0.3% | +$1.3K | 0.08% | 331 |
|
|
2016
Q1 | $383K | Buy |
11,529
+152
| +1% | +$4.7K | 0.09% | 285 |
|
|
2015
Q4 | $374K | Buy |
11,377
+123
| +1% | +$4.07K | 0.08% | 304 |
|
|
2015
Q3 | $341K | Buy |
11,254
+533
| +5% | +$16.9K | 0.08% | 315 |
|
|
2015
Q2 | $344K | Buy |
10,721
+1,177
| +12% | +$38.7K | 0.09% | 301 |
|
|
2015
Q1 | $306K | Buy |
9,544
+316
| +3% | +$10.1K | 0.07% | 350 |
|
|
2014
Q4 | $292 | Buy |
+9,228
| New | +$283K | 0.01% | 1138 |
|
Other funds holding FTEC
IFA
KDA
MAM
CI
CA
SCA
LA
HCA
APW