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Dakota Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Dakota Wealth Management’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 		– Sell
-2,372
Closed -$383K – 785
2025
Q1 		$383K Sell
2,372
-2,805
-54% -$503K 0.01% 567
2024
Q4 		$957K Sell
5,177
-878
-15% -$160K 0.02% 373
2024
Q3 		$1.06M Sell
6,055
-382
-6% -$64.6K 0.02% 361
2024
Q2 		$1.1M Sell
6,437
-41
-0.6% -$6.48K 0.03% 348
2024
Q1 		$1.01M Sell
6,478
-23
-0.4% -$3.46K 0.03% 368
2023
Q4 		$934K Sell
6,501
-109
-2% -$14.4K 0.04% 322
2023
Q3 		$813K Sell
6,610
-191
-3% -$24.6K 0.04% 322
2023
Q2 		$888K Buy
6,801
+97
+1% +$11.5K 0.04% 270
2023
Q1 		$764K Buy
6,704
+100
+2% +$10.5K 0.05% 276
2022
Q4 		$624K Buy
6,604
+249
+4% +$24K 0.04% 314
2022
Q3 		$578K Buy
+6,355
New +$661K 0.05% 316
2022
Q1 		– Sell
-1,640
Closed -$222K – 466
2021
Q4 		$222K Buy
+1,640
New +$213K 0.02% 344
2021
Q1 		– Sell
-2,309
Closed -$241K – 330
2020
Q4 		$241K Buy
2,309
+90
+4% +$8.75K 0.03% 283
2020
Q3 		$204K Buy
+2,219
New +$197K 0.03% 266

Other funds holding FTEC

Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dakota Wealth Management's FTEC Position: Q2 2025 in Review

Dakota Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2025, closing a stake of 2,372 shares — an estimated $383K sold.

Dakota Wealth Management first reported a position in FTEC in Q3 2020 and held it in 14 quarters. The position peaked at $1.1M in Q2 2024. 546 funds tracked by Wall St. Rank hold FTEC as of Q2 2025.

  • Dakota Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 2,372 Fidelity MSCI Information Technology Index ETF shares in Q2 2025, an estimated $383K.
  • Dakota Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and held it in 14 quarters.
  • Dakota Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $1.1M in Q2 2024.
  • 546 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2025.

Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.