Dynamic Advisor Solutions’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Dynamic Advisor 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
2026 Q2	$889K	Buy	3,114 +370	+13%	+$96.7K	0.03%	515
2026 Q1	$571K	Buy	2,744 +1,755	+177%	+$386K	0.02%	608
2025 Q4	$222K	Sell	989 -140	-12%	-$31.7K	0.01%	873
2025 Q3	$251K	Buy	+1,129	New	+$235K	0.01%	833
2025 Q1	–	Sell	-1,126	Closed	-$208K	–	863
2024 Q4	$208K	Buy	+1,126	New	+$206K	0.01%	613
2024 Q3	–	Sell	-5,680	Closed	-$974K	–	951
2024 Q2	$974K	Buy	5,680 +16	+0.3%	+$2.53K	0.03%	465
2024 Q1	$883K	Buy	5,664 +90	+2%	+$13.6K	0.03%	468
2023 Q4	$765K	Buy	5,574 +84	+2%	+$11.1K	0.03%	477
2023 Q3	$675K	Sell	5,490 -470	-8%	-$60.5K	0.03%	448
2023 Q2	$779K	Buy	+5,960	New	+$708K	0.04%	396

Other funds holding FTEC

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return