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Perennial Investment Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Perennial Investment Advisors’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
-2,611
Closed -$580K – 519
2025
Q3 		$580K Buy
+2,611
New +$543K 0.05% 258

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perennial Investment Advisors's FTEC Position: Q4 2025 in Review

Perennial Investment Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2025, closing a stake of 2,611 shares — an estimated $580K sold.

Perennial Investment Advisors first reported a position in FTEC in Q3 2025 and held it in 1 quarter. The position peaked at $580K in Q3 2025. 615 funds tracked by Wall St. Rank hold FTEC as of Q4 2025.

  • Perennial Investment Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 2,611 Fidelity MSCI Information Technology Index ETF shares in Q4 2025, an estimated $580K.
  • Perennial Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2025 and held it in 1 quarter.
  • Perennial Investment Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $580K in Q3 2025.
  • 615 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2025.

Based on Perennial Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.