ORG Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

ORG Partners’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	$14.4K	Hold	64	–	–	﹤0.01%	895
2025 Q3	$14.2K	Hold	64	–	–	﹤0.01%	886
2025 Q2	$12.5K	Buy	64 +2	+3%	+$346	﹤0.01%	862
2025 Q1	$10.1K	Hold	62	–	–	﹤0.01%	794
2024 Q4	$11.5K	Buy	62 +24	+63%	+$4.39K	﹤0.01%	860
2024 Q3	$6.63K	Sell	38 -537	-93%	-$90.8K	﹤0.01%	849
2024 Q2	$99.5K	Buy	+575	New	+$90.9K	0.01%	601

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 22.96% 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

ORG Partners's FTEC Position: Q4 2025 in Review

ORG Partners held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q4 2025 at 64 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

ORG Partners first reported a position in FTEC in Q2 2024 and has held it in 7 quarters since. The position peaked at $99.5K in Q2 2024. 613 funds tracked by Wall St. Rank hold FTEC as of Q4 2025.

ORG Partners held 64 shares of Fidelity MSCI Information Technology Index ETF worth $14.4K as of Q4 2025.
ORG Partners left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q4 2025.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #895 holding.
ORG Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and has held it in 7 quarters since.
ORG Partners's Fidelity MSCI Information Technology Index ETF position peaked at $99.5K in Q2 2024.
613 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.