RLWM
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RF&L Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

RF&L Wealth 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
2026
Q1 		$439K Hold
2,108
– – 0.33% 38
2025
Q4 		$474K Hold
2,108
– – 0.27% 50
2025
Q3 		$468K Hold
2,108
– – 0.27% 48
2025
Q2 		$416K Hold
2,108
– – 0.27% 47
2025
Q1 		$340K Hold
2,108
– – 0.24% 48
2024
Q4 		$390K Hold
2,108
– – 0.28% 46
2024
Q3 		$368K Hold
2,108
– – 0.26% 48
2024
Q2 		$362K Hold
2,108
– – 0.28% 46
2024
Q1 		$329K Hold
2,108
– – 0.25% 47
2023
Q4 		$303K Hold
2,108
– – 0.25% 48
2023
Q3 		$259K Buy
+2,108
New +$271K 0.24% 50

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return