Lindbrook Capital’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Lindbrook Capital’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	$48.4K	Hold	300	–	–	﹤0.01%	1028
2024 Q4	$55.5K	Hold	300	–	–	0.01%	771
2024 Q3	$52.4K	Hold	300	–	–	﹤0.01%	794
2024 Q2	$51.5K	Hold	300	–	–	﹤0.01%	786
2024 Q1	$46.8K	Hold	300	–	–	﹤0.01%	798
2023 Q4	$43.1K	Hold	300	–	–	﹤0.01%	809
2023 Q3	$36.9K	Hold	300	–	–	﹤0.01%	797
2023 Q2	$39.2K	Hold	300	–	–	﹤0.01%	793
2023 Q1	$34.2K	Hold	300	–	–	﹤0.01%	842
2022 Q4	$28.4K	Hold	300	–	–	﹤0.01%	904
2022 Q3	$27K	Hold	300	–	–	﹤0.01%	860
2022 Q2	$29K	Hold	300	–	–	﹤0.01%	849
2022 Q1	$37K	Buy	300 +13	+5%	+$1.58K	0.01%	773
2021 Q4	$39K	Buy	+287	New	+$37.3K	0.01%	794

Other funds holding FTEC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Lindbrook Capital's FTEC Position: Q1 2025 in Review

Lindbrook Capital held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q1 2025 at 300 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Lindbrook Capital first reported a position in FTEC in Q4 2021 and has held it in 14 quarters since. The position peaked at $55.5K in Q4 2024. 507 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

Lindbrook Capital held 300 shares of Fidelity MSCI Information Technology Index ETF worth $48.4K as of Q1 2025.
Lindbrook Capital left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q1 2025.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1028 holding.
Lindbrook Capital first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's Fidelity MSCI Information Technology Index ETF position peaked at $55.5K in Q4 2024.
507 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.