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

Endowment 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
Q4 		– Sell
-1,342
Closed -$298K – 154
2025
Q3 		$298K Buy
1,342
+2
+0.1% +$416 0.14% 113
2025
Q2 		$264K Sell
1,340
-265
-17% -$45.9K 0.14% 121
2025
Q1 		$259K Buy
1,605
+2
+0.1% +$359 0.17% 114
2024
Q4 		$296K Buy
1,603
+1
+0.1% +$183 0.2% 100
2024
Q3 		$279K Buy
1,602
+3
+0.2% +$507 0.18% 103
2024
Q2 		$274K Buy
1,599
+2
+0.1% +$316 0.2% 100
2024
Q1 		$249K Buy
1,597
+2
+0.1% +$301 0.19% 108
2023
Q4 		$229K Buy
+1,595
New +$211K 0.19% 113

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return