Bell Investment Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Bell Investment Advisors’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	–	Sell	-3	Closed	-$426	–	1921
2025 Q1	$426	Sell	3 -1,452	-100%	-$260K	﹤0.01%	1805
2024 Q4	$269K	Buy	1,455 +2	+0.1%	+$366	0.05%	94
2024 Q3	$254K	Buy	1,453 +2	+0.1%	+$338	0.05%	95
2024 Q2	$249K	Buy	1,451 +2	+0.1%	+$316	0.05%	95
2024 Q1	$226K	Buy	1,449 +2	+0.1%	+$301	0.04%	95
2023 Q4	$208K	Buy	+1,447	New	+$192K	0.04%	91

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

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

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

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

FSC

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

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

Bell Investment Advisors's FTEC Position: Q2 2025 in Review

Bell Investment Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2025, closing a stake of 3 shares — an estimated $426 sold.

Bell Investment Advisors first reported a position in FTEC in Q4 2023 and held it in 6 quarters. The position peaked at $269K in Q4 2024. 546 funds tracked by Wall St. Rank hold FTEC as of Q2 2025.

Bell Investment Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2025 after selling out during the quarter.
Bell Investment Advisors sold 3 Fidelity MSCI Information Technology Index ETF shares in Q2 2025, an estimated $426.
Bell Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and held it in 6 quarters.
Bell Investment Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $269K in Q4 2024.
546 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.