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

Grey Fox 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
Q4 		– Sell
-100
Closed -$22.2K – 316
2025
Q3 		$22.2K Buy
+100
New +$20.8K ﹤0.01% 335
2023
Q2 		– Sell
-2
Closed -$228 – 261
2023
Q1 		$228 Hold
2
– – ﹤0.01% 510
2022
Q4 		$189 Buy
+2
New +$193 ﹤0.01% 384

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B 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 $377B 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

Grey Fox Wealth Advisors's FTEC Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2025, closing a stake of 100 shares — an estimated $22.2K sold.

Grey Fox Wealth Advisors first reported a position in FTEC in Q4 2022 and held it in 3 quarters. The position peaked at $22.2K in Q3 2025. 609 funds tracked by Wall St. Rank hold FTEC as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 100 Fidelity MSCI Information Technology Index ETF shares in Q4 2025, an estimated $22.2K.
  • Grey Fox Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $22.2K in Q3 2025.
  • 609 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.