EWM
FTEC icon

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

Empirical 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
2026
Q2 		$805K Sell
2,821
-70
-2% -$18.3K 0.01% 467
2026
Q1 		$601K Hold
2,891
– – 0.01% 513
2025
Q4 		$649K Buy
2,891
+746
+35% +$169K 0.01% 435
2025
Q3 		$476K Buy
2,145
+464
+28% +$96.5K 0.01% 483
2025
Q2 		$331K Sell
1,681
-16
-0.9% -$2.77K 0.01% 511
2025
Q1 		$274K Sell
1,697
-641
-27% -$115K 0.01% 540
2024
Q4 		$432K Buy
2,338
+604
+35% +$110K 0.01% 414
2024
Q3 		$303K Hold
1,734
– – 0.01% 465
2024
Q2 		$297K Sell
1,734
-481
-22% -$76K 0.01% 460
2024
Q1 		$345K Buy
2,215
+202
+10% +$30.4K 0.01% 410
2023
Q4 		$289K Hold
2,013
– – 0.01% 404
2023
Q3 		$247K Sell
2,013
-1,165
-37% -$150K 0.01% 407
2023
Q2 		$415K Buy
3,178
+834
+36% +$99K 0.02% 335
2023
Q1 		$267K Sell
2,344
-175
-7% -$18.3K 0.01% 408
2022
Q4 		$238K Sell
2,519
-601
-19% -$58K 0.01% 411
2022
Q3 		$284K Buy
+3,120
New +$324K 0.01% 388
2022
Q2 		– Sell
-2,633
Closed -$324K – 491
2022
Q1 		$324K Sell
2,633
-591
-18% -$71.7K 0.02% 394
2021
Q4 		$436K Buy
3,224
+1,324
+70% +$172K 0.02% 365
2021
Q3 		$225K Hold
1,900
– – 0.01% 418
2021
Q2 		$224K Hold
1,900
– – 0.01% 412
2021
Q1 		$201K Buy
+1,900
New +$202K 0.02% 374

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