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Coppell Advisory Solutions’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-130
Closed -$24.3K – 892
2024
Q4 		$24.3K Hold
130
– – ﹤0.01% 798
2024
Q3 		$22.6K Hold
130
– – ﹤0.01% 823
2024
Q2 		$22.3K Buy
+130
New +$20.6K ﹤0.01% 743
2023
Q4 		$18.7K Hold
130
– – ﹤0.01% 761
2023
Q3 		$12.3K Hold
130
– – ﹤0.01% 579
2023
Q2 		$16.7K Buy
+130
New +$15.4K ﹤0.01% 593
2023
Q1 		– Sell
-130
Closed -$12.3K – 532
2022
Q4 		$12.3K Buy
+130
New +$12.6K ﹤0.01% 582

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Charles Schwab
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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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return