BCWM
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Bartlett & Co Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Bartlett & Co Wealth Management’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
Q4 		– Sell
-20
Closed -$4.44K – 1245
2025
Q3 		$4.44K Hold
20
– – ﹤0.01% 1021
2025
Q2 		$3.94K Hold
20
– – ﹤0.01% 1027
2025
Q1 		$3.23K Buy
+20
New +$3.58K ﹤0.01% 1030
2023
Q4 		– Sell
-30
Closed -$3.69K – 1258
2023
Q3 		$3.69K Hold
30
– – ﹤0.01% 1027
2023
Q2 		$3.92K Buy
+30
New +$3.56K ﹤0.01% 1014
2021
Q4 		– Sell
-148
Closed -$17.6K – 570
2021
Q3 		$17.6K Buy
+148
New +$18.1K ﹤0.01% 649

Other funds holding FTEC

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AM
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return