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

Heartwood 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
-145
Closed -$32.2K – 361
2025
Q3 		$32.2K Buy
+145
New +$30.2K ﹤0.01% 331

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heartwood Wealth Advisors's FTEC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2025, closing a stake of 145 shares — an estimated $32.2K sold.

Heartwood Wealth Advisors first reported a position in FTEC in Q3 2025 and held it in 1 quarter. The position peaked at $32.2K in Q3 2025. 615 funds tracked by Wall St. Rank hold FTEC as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 145 Fidelity MSCI Information Technology Index ETF shares in Q4 2025, an estimated $32.2K.
  • Heartwood Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $32.2K in Q3 2025.
  • 615 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.