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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bartlett & Co Wealth Management's FTEC Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2025, closing a stake of 20 shares — an estimated $4.44K sold.

Bartlett & Co Wealth Management first reported a position in FTEC in Q3 2021 and held it in 6 quarters. The position peaked at $17.6K in Q3 2021. 613 funds tracked by Wall St. Rank hold FTEC as of Q4 2025.

Bartlett & Co Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 20 Fidelity MSCI Information Technology Index ETF shares in Q4 2025, an estimated $4.44K.
Bartlett & Co Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2021 and held it in 6 quarters.
Bartlett & Co Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $17.6K in Q3 2021.
613 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.