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

Graybill 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
Q2 		– Sell
-6
Closed -$968 – 109
2025
Q1 		$968 Buy
+6
New +$1.08K ﹤0.01% 185

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Graybill Wealth Management's FTEC Position: Q2 2025 in Review

Graybill Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2025, closing a stake of 6 shares — an estimated $968 sold.

Graybill Wealth Management first reported a position in FTEC in Q1 2025 and held it in 1 quarter. The position peaked at $968 in Q1 2025. 546 funds tracked by Wall St. Rank hold FTEC as of Q2 2025.

  • Graybill Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2025 after selling out during the quarter.
  • Graybill Wealth Management sold 6 Fidelity MSCI Information Technology Index ETF shares in Q2 2025, an estimated $968.
  • Graybill Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2025 and held it in 1 quarter.
  • Graybill Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $968 in Q1 2025.
  • 546 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.