Financial Advocates Investment Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Financial Advocates Investment 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 Q1	–	Sell	-1,198	Closed	-$221K	–	744
2024 Q4	$221K	Buy	1,198 +1	+0.1%	+$183	0.01%	678
2024 Q3	$209K	Sell	1,197 -52	-4%	-$8.79K	0.01%	705
2024 Q2	$214K	Buy	+1,249	New	+$197K	0.01%	658
2021 Q1	–	Sell	-2,588	Closed	-$265K	–	761
2020 Q4	$265K	Sell	2,588 -12	-0.5%	-$1.17K	0.02%	597
2020 Q3	$239K	Hold	2,600	–	–	0.02%	533
2020 Q2	$214K	Buy	+2,600	New	+$192K	0.02%	548

Other funds holding FTEC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Financial Advocates Investment Management's FTEC Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2025, closing a stake of 1,198 shares — an estimated $221K sold.

Financial Advocates Investment Management first reported a position in FTEC in Q2 2020 and held it in 6 quarters. The position peaked at $265K in Q4 2020. 507 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

Financial Advocates Investment Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 1,198 Fidelity MSCI Information Technology Index ETF shares in Q1 2025, an estimated $221K.
Financial Advocates Investment Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2020 and held it in 6 quarters.
Financial Advocates Investment Management's Fidelity MSCI Information Technology Index ETF position peaked at $265K in Q4 2020.
507 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.