Northwest Capital Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Northwest Capital 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
2025 Q1	–	Sell	-100	Closed	-$18.5K	–	445
2024 Q4	$18.5K	Buy	+100	New	+$18.3K	0.01%	261
2024 Q2	–	Sell	-25	Closed	-$3.9K	–	501
2024 Q1	$3.9K	Hold	25	–	–	﹤0.01%	450
2023 Q4	$3.59K	Hold	25	–	–	﹤0.01%	452
2023 Q3	$3.07K	Hold	25	–	–	﹤0.01%	452
2023 Q2	$3.27K	Buy	+25	New	+$2.97K	﹤0.01%	459

Other funds holding FTEC

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Northwest Capital Management's FTEC Position: Q1 2025 in Review

Northwest Capital Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2025, closing a stake of 100 shares — an estimated $18.5K sold.

Northwest Capital Management first reported a position in FTEC in Q2 2023 and held it in 5 quarters. The position peaked at $18.5K in Q4 2024. 508 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

Northwest Capital Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2025 after selling out during the quarter.
Northwest Capital Management sold 100 Fidelity MSCI Information Technology Index ETF shares in Q1 2025, an estimated $18.5K.
Northwest Capital Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and held it in 5 quarters.
Northwest Capital Management's Fidelity MSCI Information Technology Index ETF position peaked at $18.5K in Q4 2024.
508 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on Northwest Capital Management's 13F filing for Q1 2025, filed 1 May 2025.