CFS
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Coordinated Financial Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Coordinated Financial Services’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
2026
Q1 		$760K Buy
3,654
+207
+6% +$45.5K 0.44% 71
2025
Q4 		$774K Sell
3,447
-27
-0.8% -$6.12K 0.45% 70
2025
Q3 		$772K Sell
3,474
-521
-13% -$108K 0.49% 64
2025
Q2 		$788K Buy
3,995
+478
+14% +$82.7K 0.55% 57
2025
Q1 		$567K Buy
3,517
+585
+20% +$105K 0.43% 69
2024
Q4 		$542K Buy
+2,932
New +$536K 0.42% 69
2024
Q2 		$533K Sell
3,109
-307
-9% -$48.5K 0.46% 64
2024
Q1 		$532K Buy
+3,416
New +$514K 0.46% 62

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return