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

Campbell 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 		$220K Buy
+1,188
New +$217K 0.02% 86
2020
Q3 		– Sell
-1,318
Closed -$108K – 165
2020
Q2 		$108K Buy
+1,318
New +$97.2K 0.02% 91

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $71.6B AUM 21.08% 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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Campbell Wealth Management opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2024: 1,188 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #86 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in FTEC as recently as Q2 2020.

Campbell Wealth Management first reported a position in FTEC in Q2 2020 and has held it in 2 quarters since. 508 funds tracked by Wall St. Rank hold FTEC as of Q4 2024.

  • Campbell Wealth Management held 1,188 shares of Fidelity MSCI Information Technology Index ETF worth $220K as of Q4 2024.
  • Fidelity MSCI Information Technology Index ETF was a new Campbell Wealth Management position in Q4 2024.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #86 holding.
  • Campbell Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2020 and has held it in 2 quarters since.
  • 508 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.