Oliver Lagore Vanvalin Investment Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$11.1K	Buy	+69	New	+$11.9K	﹤0.01%	409
2024 Q4	$12.8K	Hold	69	–	–	﹤0.01%	418
2024 Q3	$12K	Hold	69	–	–	﹤0.01%	402
2024 Q2	$11.8K	Hold	69	–	–	﹤0.01%	401
2024 Q1	$10.8K	Hold	69	–	–	﹤0.01%	408
2023 Q4	$9.91K	Hold	69	–	–	﹤0.01%	412
2023 Q3	$8.48K	Hold	69	–	–	﹤0.01%	466
2023 Q2	$9.01K	Hold	69	–	–	﹤0.01%	481
2023 Q1	$7.86K	Hold	69	–	–	﹤0.01%	419
2022 Q4	$6.52K	Sell	69 -437	-86%	-$42.2K	﹤0.01%	433
2022 Q3	$46K	Hold	506	–	–	0.03%	179
2022 Q2	$49K	Hold	506	–	–	0.03%	175
2022 Q1	$62K	Buy	+506	New	+$61.4K	0.04%	164

Other funds holding FTEC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RBA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

FSC

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

Oliver Lagore Vanvalin Investment Group's FTEC Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2025: 69 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FTEC as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FTEC in Q1 2022 and has held it in 13 quarters since. The position peaked at $62K in Q1 2022. 544 funds tracked by Wall St. Rank hold FTEC as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 69 shares of Fidelity MSCI Information Technology Index ETF worth $11.1K as of Q2 2025.
Fidelity MSCI Information Technology Index ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #409 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Fidelity MSCI Information Technology Index ETF position peaked at $62K in Q1 2022.
544 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.