EFG
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Ehrlich Financial Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Ehrlich Financial Group’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 		$779K Sell
2,729
-68
-2% -$17.8K 0.4% 56
2026
Q1 		$582K Sell
2,797
-3,147
-53% -$691K 0.33% 71
2025
Q4 		$1.34M Sell
5,944
-147
-2% -$33.3K 0.76% 36
2025
Q3 		$1.35M Sell
6,091
-44
-0.7% -$9.15K 0.8% 35
2025
Q2 		$1.21M Sell
6,135
-292
-5% -$50.5K 0.78% 39
2025
Q1 		$1.04M Sell
6,427
-60
-0.9% -$10.8K 0.76% 42
2024
Q4 		$1.2M Buy
6,487
+17
+0.3% +$3.11K 0.85% 30
2024
Q3 		$1.13M Buy
+6,470
New +$1.09M 0.81% 31

Other funds holding FTEC

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
SCA
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
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return