MF
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Montis Financial’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Montis Financial’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
-1,747
Closed -$282K – 140
2025
Q1 		$282K Buy
+1,747
New +$313K 0.08% 113
2024
Q4 		– Sell
-1,178
Closed -$206K – 137
2024
Q3 		$206K Buy
+1,178
New +$199K 0.07% 106

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

Montis Financial's FTEC Position: Q2 2025 in Review

Montis Financial sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2025, closing a stake of 1,747 shares — an estimated $282K sold.

Montis Financial first reported a position in FTEC in Q3 2024 and held it in 2 quarters. The position peaked at $282K in Q1 2025. 546 funds tracked by Wall St. Rank hold FTEC as of Q2 2025.

  • Montis Financial reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2025 after selling out during the quarter.
  • Montis Financial sold 1,747 Fidelity MSCI Information Technology Index ETF shares in Q2 2025, an estimated $282K.
  • Montis Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and held it in 2 quarters.
  • Montis Financial's Fidelity MSCI Information Technology Index ETF position peaked at $282K in Q1 2025.
  • 546 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2025.

Based on Montis Financial's 13F filing for Q2 2025, filed 17 Jul 2025.