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

Clearview Wealth Advisors’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 Q4	$209K	Buy	929 +1	+0.1%	+$227	0.13%	101
2025 Q3	$206K	Buy	+928	New	+$193K	0.13%	101
2023 Q3	–	Sell	-928	Closed	-$121K	–	305
2023 Q2	$121K	Sell	928 -64	-6%	-$7.6K	0.12%	129
2023 Q1	$113K	Sell	992 -18	-2%	-$1.88K	0.11%	137
2022 Q4	$95.5K	Sell	1,010 -13	-1%	-$1.25K	0.07%	121
2022 Q3	$93K	Sell	1,023 -91	-8%	-$9.46K	0.07%	123
2022 Q2	$108K	Sell	1,114 -163	-13%	-$17.4K	0.08%	116
2022 Q1	$157K	Sell	1,277 -86	-6%	-$10.4K	0.1%	97
2021 Q4	$185K	Sell	1,363 -426	-24%	-$55.3K	0.11%	110
2021 Q3	$212K	Sell	1,789 -6,653	-79%	-$815K	0.13%	110
2021 Q2	$994K	Sell	8,442 -8,278	-50%	-$923K	0.61%	38
2021 Q1	$1.77M	Buy	16,720 +301	+2%	+$32K	1.15%	19
2020 Q4	$1.72M	Buy	+16,419	New	+$1.6M	1.15%	20

Other funds holding FTEC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RBA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Clearview Wealth Advisors's FTEC Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.11% in Q4 2025, buying an estimated $227 and bringing the position to 929 shares worth $209K. The position accounts for 0.13% of the portfolio, ranked #101.

Clearview Wealth Advisors first reported a position in FTEC in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.77M in Q1 2021. 613 funds tracked by Wall St. Rank hold FTEC as of Q4 2025.

Clearview Wealth Advisors held 929 shares of Fidelity MSCI Information Technology Index ETF worth $209K as of Q4 2025.
Clearview Wealth Advisors bought 1 Fidelity MSCI Information Technology Index ETF share in Q4 2025, an estimated $227.
Fidelity MSCI Information Technology Index ETF made up 0.13% of Clearview Wealth Advisors's portfolio in Q4 2025, its #101 holding.
Clearview Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 13 quarters since.
Clearview Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $1.77M in Q1 2021.
613 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.