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

GGM Wealth 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
2025
Q1 		– Sell
-18,592
Closed -$3.44M – 139
2024
Q4 		$3.44M Buy
18,592
+17,334
+1,378% +$3.17M 1.8% 12
2024
Q3 		$220K Sell
1,258
-21,071
-94% -$3.56M 0.09% 136
2024
Q2 		$3.83M Buy
+22,329
New +$3.53M 1.75% 15

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

GGM Wealth Advisors's FTEC Position: Q1 2025 in Review

GGM Wealth Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2025, closing a stake of 18,592 shares — an estimated $3.44M sold.

GGM Wealth Advisors first reported a position in FTEC in Q2 2024 and held it in 3 quarters. The position peaked at $3.83M in Q2 2024. 506 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

  • GGM Wealth Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2025 after selling out during the quarter.
  • GGM Wealth Advisors sold 18,592 Fidelity MSCI Information Technology Index ETF shares in Q1 2025, an estimated $3.44M.
  • GGM Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and held it in 3 quarters.
  • GGM Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $3.83M in Q2 2024.
  • 506 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.