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

Bullock Wealth Management’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
2024
Q4 		– Sell
-2
Closed -$345 – 608
2024
Q3 		$345 Hold
2
– – ﹤0.01% 561
2024
Q2 		$351 Hold
2
– – ﹤0.01% 547
2024
Q1 		$316 Buy
+2
New +$301 ﹤0.01% 552

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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 22.9% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bullock Wealth Management's FTEC Position: Q4 2024 in Review

Bullock Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2024, closing a stake of 2 shares — an estimated $345 sold.

Bullock Wealth Management first reported a position in FTEC in Q1 2024 and held it in 3 quarters. The position peaked at $351 in Q2 2024. 510 funds tracked by Wall St. Rank hold FTEC as of Q4 2024.

  • Bullock Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 2 Fidelity MSCI Information Technology Index ETF shares in Q4 2024, an estimated $345.
  • Bullock Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and held it in 3 quarters.
  • Bullock Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $351 in Q2 2024.
  • 510 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2024.

Based on Bullock Wealth Management's 13F filing for Q4 2024, filed 24 Sep 2026.