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

Lodestone Wealth Management’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	$213K	Hold	1,022	–	–	0.08%	169
2025 Q4	$230K	Hold	1,022	–	–	0.09%	159
2025 Q3	$227K	Sell	1,022 -2	-0.2%	-$416	0.1%	165
2025 Q2	$202K	Buy	+1,024	New	+$177K	0.1%	167
2024 Q3	–	Sell	-1,735	Closed	-$298K	–	149
2024 Q2	$298K	Sell	1,735 -9	-0.5%	-$1.42K	0.16%	120
2024 Q1	$272K	Buy	1,744 +6	+0.3%	+$904	0.14%	127
2023 Q4	$250K	Sell	1,738 -170	-9%	-$22.5K	0.14%	129
2023 Q3	$235K	Sell	1,908 -807	-30%	-$104K	0.16%	118
2023 Q2	$355K	Sell	2,715 -1,548	-36%	-$184K	0.24%	98
2023 Q1	$486K	Sell	4,263 -3	-0.1%	-$314	0.37%	68
2022 Q4	$403K	Buy	+4,266	New	+$412K	0.33%	77

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