Northwest Bank & Trust’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Northwest Bank & Trust’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
2024 Q4	$307K	Hold	1,657	–	–	0.23%	76
2024 Q3	$289K	Hold	1,657	–	–	0.22%	78
2024 Q2	$284K	Hold	1,657	–	–	0.24%	77
2024 Q1	$244K	Hold	1,657	–	–	0.22%	73
2023 Q4	$238K	Buy	+1,657	New	+$219K	0.21%	76
2023 Q2	$216K	Buy	+1,657	New	+$197K	0.21%	74

Other funds holding FTEC

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

Northwest Bank & Trust's FTEC Position: Q4 2024 in Review

Northwest Bank & Trust held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q4 2024 at 1,657 shares worth $307K. The position accounts for 0.23% of the portfolio, ranked #76.

Northwest Bank & Trust first reported a position in FTEC in Q2 2023 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold FTEC as of Q4 2024.

Northwest Bank & Trust held 1,657 shares of Fidelity MSCI Information Technology Index ETF worth $307K as of Q4 2024.
Northwest Bank & Trust left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q4 2024.
Fidelity MSCI Information Technology Index ETF made up 0.23% of Northwest Bank & Trust's portfolio in Q4 2024, its #76 holding.
Northwest Bank & Trust first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and has held it in 6 quarters since.
510 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.