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

McGlone Suttner 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	$215K	Hold	1,034	–	–	0.03%	184
2025 Q4	$232K	Hold	1,034	–	–	0.03%	177
2025 Q3	$230K	Sell	1,034 -56	-5%	-$11.6K	0.03%	185
2025 Q2	$215K	Buy	+1,090	New	+$189K	0.03%	184
2025 Q1	–	Sell	-1,090	Closed	-$201K	–	194
2024 Q4	$201K	Buy	+1,090	New	+$199K	0.03%	172
2024 Q1	–	Sell	-1,089	Closed	-$156K	–	422
2023 Q4	$156K	Buy	+1,089	New	+$144K	0.03%	176
2023 Q3	–	Sell	-2,532	Closed	-$331K	–	147
2023 Q2	$331K	Buy	2,532 +3	+0.1%	+$356	0.08%	100
2023 Q1	$288K	Buy	2,529 +4	+0.2%	+$418	0.07%	109
2022 Q4	$239K	Buy	+2,525	New	+$244K	0.08%	116

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