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

Congress 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
2025 Q2	$22M	Sell	111,313 -36,620	-25%	-$6.34M	0.21%	117
2025 Q1	$23.9M	Buy	147,933 +162	+0.1%	+$29K	0.29%	90
2024 Q4	$27.3M	Buy	147,771 +16,946	+13%	+$3.1M	0.38%	67
2024 Q3	$22.8M	Buy	130,825 +115,493	+753%	+$19.5M	0.3%	83
2024 Q2	$2.63M	Buy	15,332 +5,618	+58%	+$888K	0.04%	322
2024 Q1	$1.51M	Buy	9,714 +4,671	+93%	+$703K	0.03%	343
2023 Q4	$724K	Buy	5,043 +173	+4%	+$22.9K	0.01%	419
2023 Q3	$599K	Buy	4,870 +200	+4%	+$25.7K	0.01%	438
2023 Q2	$610K	Buy	4,670 +743	+19%	+$88.2K	0.01%	395
2023 Q1	$447K	Sell	3,927 -553	-12%	-$57.8K	0.01%	433
2022 Q4	$423K	Sell	4,480 -4	-0.1%	-$386	0.01%	426
2022 Q3	$408K	Buy	4,484 +199	+5%	+$20.7K	0.01%	428
2022 Q2	$413K	Hold	4,285	–	–	0.01%	432
2022 Q1	$527K	Sell	4,285 -1,241	-22%	-$151K	0.01%	440
2021 Q4	$748K	Buy	+5,526	New	+$717K	0.01%	407

Other funds holding FTEC

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

Congress Wealth Management's FTEC Position: Q2 2025 in Review

Congress Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 25% in Q2 2025, selling an estimated $6.34M and leaving 111,313 shares worth $22M. The position accounts for 0.21% of the portfolio, ranked #117.

Congress Wealth Management first reported a position in FTEC in Q4 2021 and has held it in 15 quarters since. The position peaked at $27.3M in Q4 2024. 546 funds tracked by Wall St. Rank hold FTEC as of Q2 2025.

Congress Wealth Management held 111,313 shares of Fidelity MSCI Information Technology Index ETF worth $22M as of Q2 2025.
Congress Wealth Management sold 36,620 Fidelity MSCI Information Technology Index ETF shares in Q2 2025, an estimated $6.34M.
Fidelity MSCI Information Technology Index ETF made up 0.21% of Congress Wealth Management's portfolio in Q2 2025, its #117 holding.
Congress Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $27.3M in Q4 2024.
546 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.