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Concord Asset Management (Virginia)’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Concord Asset Management (Virginia)’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
Q3 		– Sell
-1,152
Closed -$227K – 153
2025
Q2 		$227K Buy
+1,152
New +$199K 0.03% 190

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RBA
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Concord Asset Management (Virginia)'s FTEC Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2025, closing a stake of 1,152 shares — an estimated $227K sold.

Concord Asset Management (Virginia) first reported a position in FTEC in Q2 2025 and held it in 1 quarter. The position peaked at $227K in Q2 2025. 562 funds tracked by Wall St. Rank hold FTEC as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 1,152 Fidelity MSCI Information Technology Index ETF shares in Q3 2025, an estimated $227K.
  • Concord Asset Management (Virginia) first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s Fidelity MSCI Information Technology Index ETF position peaked at $227K in Q2 2025.
  • 562 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.