FFA
FTEC icon

Florida Financial Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Florida Financial Advisors’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
Q1 		$1.4M Buy
6,717
+414
+7% +$90.9K 0.33% 84
2025
Q4 		$1.42M Buy
6,303
+56
+0.9% +$12.7K 0.39% 73
2025
Q3 		$1.39M Sell
6,247
-652
-9% -$136K 0.43% 61
2025
Q2 		$1.36M Sell
6,899
-272
-4% -$47.1K 0.45% 48
2025
Q1 		$1.16M Sell
7,171
-1,827
-20% -$328K 0.46% 47
2024
Q4 		$1.66M Sell
8,998
-256
-3% -$46.8K 0.74% 25
2024
Q3 		$1.61M Buy
9,254
+71
+0.8% +$12K 0.83% 23
2024
Q2 		$1.58M Buy
9,183
+102
+1% +$16.1K 0.94% 21
2024
Q1 		$1.42M Buy
9,081
+492
+6% +$74.1K 1.04% 19
2023
Q4 		$1.23M Buy
+8,589
New +$1.14M 1.14% 16

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return