Long Run Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Long Run Wealth Advisors’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 Q4	$328K	Buy	1,459 +37	+3%	+$8.38K	0.06%	87
2025 Q3	$316K	Sell	1,422 -7	-0.5%	-$1.46K	0.06%	88
2025 Q2	$282K	Sell	1,429 -4	-0.3%	-$692	0.06%	90
2025 Q1	$231K	Sell	1,433 -104	-7%	-$18.6K	0.05%	96
2024 Q4	$284K	Buy	1,537 +18	+1%	+$3.29K	0.07%	87
2024 Q3	$265K	Sell	1,519 -12	-0.8%	-$2.03K	0.06%	86
2024 Q2	$263K	Buy	1,531 +1	+0.1%	+$158	0.07%	86
2024 Q1	$238K	Sell	1,530 -3	-0.2%	-$452	0.06%	87
2023 Q4	$220K	Buy	+1,533	New	+$203K	0.06%	86

Other funds holding FTEC

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Long Run Wealth Advisors's FTEC Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.6% in Q4 2025, buying an estimated $8.38K and bringing the position to 1,459 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #87.

Long Run Wealth Advisors first reported a position in FTEC in Q4 2023 and has held it in 9 quarters since. 609 funds tracked by Wall St. Rank hold FTEC as of Q4 2025.

Long Run Wealth Advisors held 1,459 shares of Fidelity MSCI Information Technology Index ETF worth $328K as of Q4 2025.
Long Run Wealth Advisors bought 37 Fidelity MSCI Information Technology Index ETF shares in Q4 2025, an estimated $8.38K.
Fidelity MSCI Information Technology Index ETF made up 0.06% of Long Run Wealth Advisors's portfolio in Q4 2025, its #87 holding.
Long Run Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 9 quarters since.
609 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.