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

Element Wealth’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
-97
Closed -$18K – 199
2024
Q4 		$18K Hold
97
– – 0.01% 232
2024
Q3 		$17K Sell
97
-19
-16% -$3.21K 0.01% 233
2024
Q2 		$19.9K Buy
116
+19
+20% +$3K 0.01% 218
2024
Q1 		$15.1K Hold
97
– – 0.01% 223
2023
Q4 		$13.9K Sell
97
-201
-67% -$26.6K 0.01% 214
2023
Q3 		$36.6K Buy
298
+1
+0.3% +$129 0.03% 177
2023
Q2 		$38.9K Sell
297
-685
-70% -$81.3K 0.03% 174
2023
Q1 		$112K Buy
982
+2
+0.2% +$209 0.08% 136
2022
Q4 		$92.6K Buy
980
+2
+0.2% +$193 0.08% 142
2022
Q3 		$89K Buy
978
+3
+0.3% +$312 0.08% 128
2022
Q2 		$94K Buy
975
+2
+0.2% +$213 0.09% 124
2022
Q1 		$120K Buy
973
+2
+0.2% +$243 0.1% 130
2021
Q4 		$132K Buy
971
+2
+0.2% +$260 0.1% 116
2021
Q3 		$115K Buy
969
+1
+0.1% +$122 0.09% 113
2021
Q2 		$114K Buy
968
+2
+0.2% +$223 0.09% 109
2021
Q1 		$102K Buy
966
+2
+0.2% +$213 0.08% 111
2020
Q4 		$101K Sell
964
-535
-36% -$52K 0.09% 109
2020
Q3 		$138K Buy
1,499
+4
+0.3% +$356 0.15% 92
2020
Q2 		$123K Sell
1,495
-982
-40% -$72.4K 0.14% 90
2020
Q1 		$155K Sell
2,477
-86
-3% -$6.17K 0.21% 75
2019
Q4 		$186K Buy
+2,563
New +$174K 0.19% 71

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
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 22.96% 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

Element Wealth's FTEC Position: Q1 2025 in Review

Element Wealth sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2025, closing a stake of 97 shares — an estimated $18K sold.

Element Wealth first reported a position in FTEC in Q4 2019 and held it in 21 quarters. The position peaked at $186K in Q4 2019. 508 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

  • Element Wealth reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 97 Fidelity MSCI Information Technology Index ETF shares in Q1 2025, an estimated $18K.
  • Element Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and held it in 21 quarters.
  • Element Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $186K in Q4 2019.
  • 508 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.