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CWA
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
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$25.5B AUM
19.2%
1-Year Est. Return
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AM
AGF Management
Toronto, Ontario, Canada
$22.3B AUM
46.42%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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