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Buffington Mohr McNeal’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Buffington Mohr McNeal’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 		$1.49M Sell
9,239
-165
-2% -$29.6K 0.29% 46
2024
Q4 		$1.74M Sell
9,404
-317
-3% -$57.9K 0.29% 49
2024
Q3 		$1.7M Sell
9,721
-100
-1% -$16.9K 0.28% 52
2024
Q2 		$1.68M Sell
9,821
-22
-0.2% -$3.48K 0.3% 50
2024
Q1 		$1.53M Sell
9,843
-804
-8% -$121K 0.28% 50
2023
Q4 		$1.53M Sell
10,647
-16
-0.2% -$2.12K 0.31% 50
2023
Q3 		$1.31M Sell
10,663
-50
-0.5% -$6.43K 0.3% 51
2023
Q2 		$1.4M Sell
10,713
-255
-2% -$30.3K 0.3% 51
2023
Q1 		$1.25M Sell
10,968
-139
-1% -$14.5K 0.29% 54
2022
Q4 		$1.05M Sell
11,107
-60
-0.5% -$5.79K 0.24% 69
2022
Q3 		$1.01M Hold
11,167
– – 0.24% 67
2022
Q2 		$1.08M Sell
11,167
-211
-2% -$22.5K 0.24% 71
2022
Q1 		$1.4M Sell
11,378
-195
-2% -$23.7K 0.27% 58
2021
Q4 		$1.57M Buy
11,573
+276
+2% +$35.8K 0.27% 62
2021
Q3 		$1.34M Sell
11,297
-40
-0.4% -$4.9K 0.26% 60
2021
Q2 		$1.33M Hold
11,337
– – 0.26% 59
2021
Q1 		$1.2M Sell
11,337
-69
-0.6% -$7.33K 0.26% 64
2020
Q4 		$1.19M Hold
11,406
– – 0.28% 55
2020
Q3 		$1.05M Sell
11,406
-338
-3% -$30.1K 0.28% 59
2020
Q2 		$966K Hold
11,744
– – 0.27% 62
2020
Q1 		$736K Sell
11,744
-690
-6% -$49.5K 0.24% 63
2019
Q4 		$901K Hold
12,434
– – 0.25% 61
2019
Q3 		$793K Buy
12,434
+139
+1% +$8.85K 0.24% 66
2019
Q2 		$766K Sell
12,295
-30
-0.2% -$1.83K 0.24% 70
2019
Q1 		$731K Buy
12,325
+280
+2% +$15.4K 0.24% 74
2018
Q4 		$593K Sell
12,045
-790
-6% -$42.4K 0.24% 81
2018
Q3 		$773K Buy
12,835
+592
+5% +$34.7K 0.27% 68
2018
Q2 		$677K Buy
12,243
+10
+0.1% +$545 0.25% 71
2018
Q1 		$635K Hold
12,233
– – 0.24% 72
2017
Q4 		$611K Hold
12,233
– – 0.23% 77
2017
Q3 		$602K Buy
12,233
+863
+8% +$38.8K 0.23% 77
2017
Q2 		$486K Buy
+11,370
New +$486K 0.19% 89

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $22.3B AUM 46.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Buffington Mohr McNeal's FTEC Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.8% in Q1 2025, selling an estimated $29.6K and leaving 9,239 shares worth $1.49M. The position accounts for 0.29% of the portfolio, ranked #46.

Buffington Mohr McNeal first reported a position in FTEC in Q2 2017 and has held it in 32 quarters since. The position peaked at $1.74M in Q4 2024. 506 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

  • Buffington Mohr McNeal held 9,239 shares of Fidelity MSCI Information Technology Index ETF worth $1.49M as of Q1 2025.
  • Buffington Mohr McNeal sold 165 Fidelity MSCI Information Technology Index ETF shares in Q1 2025, an estimated $29.6K.
  • Fidelity MSCI Information Technology Index ETF made up 0.29% of Buffington Mohr McNeal's portfolio in Q1 2025, its #46 holding.
  • Buffington Mohr McNeal first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2017 and has held it in 32 quarters since.
  • Buffington Mohr McNeal's Fidelity MSCI Information Technology Index ETF position peaked at $1.74M in Q4 2024.
  • 506 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.