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Copperwynd Financial’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Copperwynd Financial’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 		$217K Buy
+1,100
New +$190K 0.05% 147
2025
Q1 		– Sell
-1,112
Closed -$206K – 146
2024
Q4 		$206K Sell
1,112
-284
-20% -$51.9K 0.06% 134
2024
Q3 		$244K Buy
1,396
+37
+3% +$6.25K 0.07% 129
2024
Q2 		$230K Buy
+1,359
New +$215K 0.08% 137

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Copperwynd Financial's FTEC Position: Q2 2025 in Review

Copperwynd Financial opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2025: 1,100 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #147 among its holdings. This is a return to the name: Copperwynd Financial previously reported a position in FTEC as recently as Q4 2024.

Copperwynd Financial first reported a position in FTEC in Q2 2024 and has held it in 4 quarters since. The position peaked at $244K in Q3 2024. 545 funds tracked by Wall St. Rank hold FTEC as of Q2 2025.

  • Copperwynd Financial held 1,100 shares of Fidelity MSCI Information Technology Index ETF worth $217K as of Q2 2025.
  • Fidelity MSCI Information Technology Index ETF was a new Copperwynd Financial position in Q2 2025.
  • Fidelity MSCI Information Technology Index ETF made up 0.05% of Copperwynd Financial's portfolio in Q2 2025, its #147 holding.
  • Copperwynd Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and has held it in 4 quarters since.
  • Copperwynd Financial's Fidelity MSCI Information Technology Index ETF position peaked at $244K in Q3 2024.
  • 545 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.