Newbridge Financial Services Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Newbridge Financial Services Group’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	–	Sell	-111	Closed	-$24.7K	–	1294
2025 Q3	$24.7K	Hold	111	–	–	﹤0.01%	693
2025 Q2	$21.9K	Hold	111	–	–	﹤0.01%	700
2025 Q1	$17.9K	Sell	111 -150	-57%	-$26.9K	﹤0.01%	570
2024 Q4	$48.3K	Buy	+261	New	+$47.7K	0.01%	412
2024 Q3	–	Sell	-156	Closed	-$26.8K	–	806
2024 Q2	$26.8K	Hold	156	–	–	0.01%	516
2024 Q1	$24.3K	Hold	156	–	–	0.01%	560
2023 Q4	$22.4K	Hold	156	–	–	0.01%	568
2023 Q3	$19.2K	Hold	156	–	–	0.01%	651
2023 Q2	$20.4K	Hold	156	–	–	0.01%	695
2023 Q1	$17.8K	Hold	156	–	–	0.01%	768
2022 Q4	$14.7K	Hold	156	–	–	0.01%	811
2022 Q3	$14K	Sell	156 -23	-13%	-$2.39K	0.01%	794
2022 Q2	$17K	Sell	179 -199	-53%	-$21.2K	0.01%	701
2022 Q1	$47K	Hold	378	–	–	0.02%	494
2021 Q4	$51K	Buy	378 +1	+0.3%	+$130	0.02%	453
2021 Q3	$45K	Hold	377	–	–	0.03%	441
2021 Q2	$44K	Hold	377	–	–	0.03%	480
2021 Q1	$40K	Buy	377 +112	+42%	+$11.9K	0.03%	448
2020 Q4	$28K	Sell	265 -7	-3%	-$681	0.02%	462
2020 Q3	$25K	Buy	+272	New	+$24.2K	0.02%	443

Other funds holding FTEC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Newbridge Financial Services Group's FTEC Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2025, closing a stake of 111 shares — an estimated $24.7K sold.

Newbridge Financial Services Group first reported a position in FTEC in Q3 2020 and held it in 20 quarters. The position peaked at $51K in Q4 2021. 615 funds tracked by Wall St. Rank hold FTEC as of Q4 2025.

Newbridge Financial Services Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 111 Fidelity MSCI Information Technology Index ETF shares in Q4 2025, an estimated $24.7K.
Newbridge Financial Services Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and held it in 20 quarters.
Newbridge Financial Services Group's Fidelity MSCI Information Technology Index ETF position peaked at $51K in Q4 2021.
615 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.