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BFSG LLC’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

BFSG LLC’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
Q1 		– Sell
-35
Closed -$6.47K – 690
2024
Q4 		$6.47K Buy
+35
New +$6.4K ﹤0.01% 541
2023
Q4 		– Sell
-2,196
Closed -$270K – 606
2023
Q3 		$270K Hold
2,196
– – 0.04% 208
2023
Q2 		$287K Hold
2,196
– – 0.05% 198
2023
Q1 		$250K Buy
+2,196
New +$230K 0.05% 184

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
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

BFSG LLC's FTEC Position: Q1 2025 in Review

BFSG LLC sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2025, closing a stake of 35 shares — an estimated $6.47K sold.

BFSG LLC first reported a position in FTEC in Q1 2023 and held it in 4 quarters. The position peaked at $287K in Q2 2023. 508 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

  • BFSG LLC reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2025 after selling out during the quarter.
  • BFSG LLC sold 35 Fidelity MSCI Information Technology Index ETF shares in Q1 2025, an estimated $6.47K.
  • BFSG LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2023 and held it in 4 quarters.
  • BFSG LLC's Fidelity MSCI Information Technology Index ETF position peaked at $287K in Q2 2023.
  • 508 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on BFSG LLC's 13F filing for Q1 2025, filed 18 Apr 2025.