Beacon Capital Management LLC (Tennessee)’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-414	Closed	-$81.7K	–	452
2025 Q2	$81.7K	Sell	414 -365	-47%	-$63.2K	0.01%	246
2025 Q1	$126K	Buy	779 +31	+4%	+$5.56K	0.02%	168
2024 Q4	$138K	Hold	748	–	–	0.02%	153
2024 Q3	$130K	Buy	748 +1	+0.1%	+$169	0.02%	164
2024 Q2	$128K	Hold	747	–	–	0.02%	143
2024 Q1	$116K	Sell	747 -33	-4%	-$4.97K	0.02%	155
2023 Q4	$95.9K	Buy	780 +368	+89%	+$48.7K	0.03%	144
2023 Q3	$53.8K	Hold	412	–	–	0.01%	233
2023 Q2	$53.8K	Sell	412 -600	-59%	-$71.2K	0.01%	233
2023 Q1	$115K	Hold	1,012	–	–	0.03%	124
2022 Q4	$95.6K	Hold	1,012	–	–	0.03%	148
2022 Q3	$97K	Hold	1,012	–	–	0.03%	141
2022 Q2	$124K	Hold	1,012	–	–	0.03%	132
2022 Q1	$124K	Buy	+1,012	New	+$123K	0.03%	132

Other funds holding FTEC

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

FSC

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

Beacon Capital Management LLC (Tennessee)'s FTEC Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2025, closing a stake of 414 shares — an estimated $81.7K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in FTEC in Q1 2022 and held it in 14 quarters. The position peaked at $138K in Q4 2024. 564 funds tracked by Wall St. Rank hold FTEC as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 414 Fidelity MSCI Information Technology Index ETF shares in Q3 2025, an estimated $81.7K.
Beacon Capital Management LLC (Tennessee) first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Fidelity MSCI Information Technology Index ETF position peaked at $138K in Q4 2024.
564 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.