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BIP Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

BIP Wealth’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
2026
Q1 		$461K Sell
2,214
-276
-11% -$60.6K 0.02% 309
2025
Q4 		$559K Sell
2,490
-403
-14% -$91.3K 0.02% 282
2025
Q3 		$643K Buy
2,893
+2
+0.1% +$416 0.03% 157
2025
Q2 		$570K Sell
2,891
-367
-11% -$63.5K 0.04% 146
2025
Q1 		$525K Buy
3,258
+54
+2% +$9.68K 0.03% 149
2024
Q4 		$592K Buy
3,204
+48
+2% +$8.77K 0.04% 133
2024
Q3 		$551K Hold
3,156
– – 0.04% 136
2024
Q2 		$541K Hold
3,156
– – 0.04% 110
2024
Q1 		$492K Buy
+3,156
New +$475K 0.04% 126

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return