Private Wealth Management Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Private Wealth Management 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	–	Sell	-8	Closed	-$1.29K	–	1535
2025 Q1	$1.29K	Hold	8	–	–	﹤0.01%	1199
2024 Q4	$1.48K	Hold	8	–	–	﹤0.01%	1200
2024 Q3	$1.4K	Hold	8	–	–	﹤0.01%	1193
2024 Q2	$1.37K	Hold	8	–	–	﹤0.01%	1184
2024 Q1	$1.25K	Hold	8	–	–	﹤0.01%	1173
2023 Q4	$1.15K	Buy	+8	New	+$1.06K	﹤0.01%	1212

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Wealth Management Group's FTEC Position: Q2 2025 in Review

Private Wealth Management Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2025, closing a stake of 8 shares — an estimated $1.29K sold.

Private Wealth Management Group first reported a position in FTEC in Q4 2023 and held it in 6 quarters. The position peaked at $1.48K in Q4 2024. 546 funds tracked by Wall St. Rank hold FTEC as of Q2 2025.

Private Wealth Management Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2025 after selling out during the quarter.
Private Wealth Management Group sold 8 Fidelity MSCI Information Technology Index ETF shares in Q2 2025, an estimated $1.29K.
Private Wealth Management Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and held it in 6 quarters.
Private Wealth Management Group's Fidelity MSCI Information Technology Index ETF position peaked at $1.48K in Q4 2024.
546 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.