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Lee, Danner & Bass’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-400
Closed -$74K – 393
2024
Q4 		$74K Buy
+400
New +$73.1K 0.01% 308

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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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

Lee, Danner & Bass's FTEC Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2025, closing a stake of 400 shares — an estimated $74K sold.

Lee, Danner & Bass first reported a position in FTEC in Q4 2024 and held it in 1 quarter. The position peaked at $74K in Q4 2024. 508 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 400 Fidelity MSCI Information Technology Index ETF shares in Q1 2025, an estimated $74K.
  • Lee, Danner & Bass first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Fidelity MSCI Information Technology Index ETF position peaked at $74K in Q4 2024.
  • 508 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.