Brandywine Oak Private Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Brandywine Oak Private 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	–	Sell	-1,112	Closed	-$250K	–	233
2025 Q4	$250K	Sell	1,112 -2	-0.2%	-$453	0.02%	219
2025 Q3	$247K	Sell	1,114 -1	-0.1%	-$208	0.02%	215
2025 Q2	$220K	Buy	+1,115	New	+$193K	0.02%	224
2025 Q1	–	Sell	-1,153	Closed	-$213K	–	229
2024 Q4	$213K	Buy	+1,153	New	+$211K	0.02%	223

Other funds holding FTEC

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

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

Brandywine Oak Private Wealth's FTEC Position: Q1 2026 in Review

Brandywine Oak Private Wealth sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2026, closing a stake of 1,112 shares — an estimated $250K sold.

Brandywine Oak Private Wealth first reported a position in FTEC in Q4 2024 and held it in 4 quarters. The position peaked at $250K in Q4 2025. 609 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Brandywine Oak Private Wealth reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2026 after selling out during the quarter.
Brandywine Oak Private Wealth sold 1,112 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $250K.
Brandywine Oak Private Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and held it in 4 quarters.
Brandywine Oak Private Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $250K in Q4 2025.
609 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.