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

Instrumental Wealth’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	$656K	Buy	3,154 +53	+2%	+$11.6K	0.4%	26
2025 Q4	$685K	Buy	3,101 +173	+6%	+$39.2K	0.41%	26
2025 Q3	$691K	Buy	2,928 +52	+2%	+$10.8K	0.48%	27
2025 Q2	$578K	Buy	2,876 +88	+3%	+$15.2K	0.46%	25
2025 Q1	$453K	Buy	2,788 +272	+11%	+$48.8K	0.41%	28
2024 Q4	$467K	Buy	2,516 +137	+6%	+$25K	0.44%	23
2024 Q3	$430K	Buy	2,379 +103	+5%	+$17.4K	0.42%	25
2024 Q2	$376K	Buy	2,276 +35	+2%	+$5.53K	0.39%	27
2024 Q1	$367K	Buy	2,241 +211	+10%	+$31.8K	0.16%	27
2023 Q4	$306K	Buy	2,030 +18	+0.9%	+$2.38K	0.33%	27
2023 Q3	$254K	Buy	2,012 +156	+8%	+$20.1K	0.3%	28
2023 Q2	$243K	Buy	+1,856	New	+$220K	0.29%	26

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