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MWM
Meridian Wealth Management’s
Fidelity MSCI Information Technology Index ETF
FTEC
Stock Holding History
Meridian 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
$3.79M
Buy
18,222
+118
+0.7%
+$25.9K
0.13%
143
2025
Q4
$4.07M
Sell
18,104
-93
-0.5%
-$21.1K
0.14%
138
2025
Q3
$4.04M
Buy
18,197
+2,702
+17%
+$562K
0.16%
124
2025
Q2
$3.06M
Sell
15,495
-1,170
-7%
-$202K
0.13%
160
2025
Q1
$2.69M
Buy
16,665
+355
+2%
+$63.6K
0.13%
159
2024
Q4
$3.02M
Sell
16,310
-3,009
-16%
-$550K
0.14%
145
2024
Q3
$3.37M
Buy
+19,319
New
+$3.26M
0.17%
133
2024
Q2
–
Sell
-4,005
Closed
-$624K
–
375
2024
Q1
$624K
Buy
4,005
+5
+0.1%
+$753
0.1%
122
2023
Q4
$575K
Sell
4,000
-2,480
-38%
-$328K
0.04%
358
2023
Q3
$797K
Buy
6,480
+3,245
+100%
+$417K
0.05%
278
2023
Q2
$423K
Buy
3,235
+5
+0.2%
+$594
0.04%
359
2023
Q1
$368K
Buy
3,230
+7
+0.2%
+$732
0.03%
377
2022
Q4
$305K
Sell
3,223
-320
-9%
-$30.9K
0.03%
410
2022
Q3
$322K
Buy
3,543
+835
+31%
+$86.8K
0.03%
358
2022
Q2
$261K
Buy
+2,708
New
+$289K
0.02%
465
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1-Year Est. Return
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1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
AM
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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
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
KIM
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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