HM Payson & Co’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

HM Payson & Co’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	$71.5K	Buy	344 +21	+7%	+$4.61K	﹤0.01%	621
2025 Q4	$72.6K	Hold	323	–	–	﹤0.01%	625
2025 Q3	$71.8K	Hold	323	–	–	﹤0.01%	617
2025 Q2	$63.7K	Hold	323	–	–	﹤0.01%	609
2025 Q1	$52.1K	Hold	323	–	–	﹤0.01%	636
2024 Q4	$59.7K	Hold	323	–	–	﹤0.01%	614
2024 Q3	$56.4K	Hold	323	–	–	﹤0.01%	609
2024 Q2	$55.4K	Hold	323	–	–	﹤0.01%	583
2024 Q1	$50.3K	Sell	323 -63	-16%	-$9.49K	﹤0.01%	592
2023 Q4	$55.4K	Hold	386	–	–	﹤0.01%	579
2023 Q3	$47.5K	Buy	386 +63	+20%	+$8.1K	﹤0.01%	583
2023 Q2	$42.2K	Buy	+323	New	+$38.4K	﹤0.01%	613

Other funds holding FTEC

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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 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

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

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return