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

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 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

Coppell Advisory Solutions's FTEC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2025, closing a stake of 130 shares — an estimated $24.3K sold.

Coppell Advisory Solutions first reported a position in FTEC in Q4 2022 and held it in 7 quarters. The position peaked at $24.3K in Q4 2024. 508 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

Coppell Advisory Solutions reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 130 Fidelity MSCI Information Technology Index ETF shares in Q1 2025, an estimated $24.3K.
Coppell Advisory Solutions first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Fidelity MSCI Information Technology Index ETF position peaked at $24.3K in Q4 2024.
508 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.