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Crescent Grove Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Crescent Grove Advisors’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
-1,105
Closed -$204K – 276
2024
Q4 		$204K Buy
+1,105
New +$202K 0.02% 266

Other funds holding FTEC

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
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

Crescent Grove Advisors's FTEC Position: Q1 2025 in Review

Crescent Grove Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2025, closing a stake of 1,105 shares — an estimated $204K sold.

Crescent Grove Advisors first reported a position in FTEC in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 508 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

  • Crescent Grove Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2025 after selling out during the quarter.
  • Crescent Grove Advisors sold 1,105 Fidelity MSCI Information Technology Index ETF shares in Q1 2025, an estimated $204K.
  • Crescent Grove Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and held it in 1 quarter.
  • Crescent Grove Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $204K in Q4 2024.
  • 508 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on Crescent Grove Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.