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McClarren Financial Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

McClarren Financial 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
Q2 		– Sell
-483
Closed -$31K – 163
2025
Q1 		$31K Buy
+483
New +$86.6K 0.02% 164
2024
Q4 		– Sell
-523
Closed -$14K – 246
2024
Q3 		$14K Buy
523
+9
+2% +$1.52K ﹤0.01% 177
2024
Q2 		$33K Buy
514
+460
+852% +$72.7K 0.02% 174
2024
Q1 		$9K Buy
54
+1
+2% +$151 0.01% 246
2023
Q4 		$8K Buy
53
+1
+2% +$132 0.01% 280
2023
Q3 		$6K Sell
52
-1
-2% -$129 0.01% 271
2023
Q2 		$6K Buy
53
+1
+2% +$119 0.01% 276
2023
Q1 		$6K Sell
52
-1
-2% -$105 0.01% 261
2022
Q4 		$5K Buy
53
+1
+2% +$97 ﹤0.01% 277
2022
Q3 		$4K Buy
+52
New +$5.41K ﹤0.01% 261
2022
Q2 		– Sell
-52
Closed -$6K – 108
2022
Q1 		$6K Sell
52
-2
-4% -$243 ﹤0.01% 223
2021
Q4 		$8K Buy
54
+2
+4% +$260 0.01% 246
2021
Q3 		$6K Hold
52
– – ﹤0.01% 232
2021
Q2 		$6K Hold
52
– – ﹤0.01% 245
2021
Q1 		$6K Hold
52
– – 0.01% 214
2020
Q4 		$5K Buy
+52
New +$5.06K ﹤0.01% 187

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McClarren Financial Advisors's FTEC Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2025, closing a stake of 483 shares — an estimated $31K sold.

McClarren Financial Advisors first reported a position in FTEC in Q4 2020 and held it in 16 quarters. The position peaked at $33K in Q2 2024. 546 funds tracked by Wall St. Rank hold FTEC as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 483 Fidelity MSCI Information Technology Index ETF shares in Q2 2025, an estimated $31K.
  • McClarren Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $33K in Q2 2024.
  • 546 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.