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Richard W. Paul & Associates’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Richard W. Paul & Associates’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
Q1 		– Sell
-125
Closed -$23.1K – 407
2024
Q4 		$23.1K Hold
125
– – 0.01% 245
2024
Q3 		$21.8K Hold
125
– – 0.01% 248
2024
Q2 		$21.4K Hold
125
– – 0.01% 243
2024
Q1 		$19.5K Hold
125
– – 0.01% 265
2023
Q4 		$18K Hold
125
– – 0.01% 261
2023
Q3 		$15.4K Hold
125
– – 0.01% 265
2023
Q2 		$16.3K Hold
125
– – 0.01% 283
2023
Q1 		$14.2K Hold
125
– – 0.01% 296
2022
Q4 		$11.8K Buy
+125
New +$12.1K 0.01% 309

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
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

Richard W. Paul & Associates's FTEC Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2025, closing a stake of 125 shares — an estimated $23.1K sold.

Richard W. Paul & Associates first reported a position in FTEC in Q4 2022 and held it in 9 quarters. The position peaked at $23.1K in Q4 2024. 508 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 125 Fidelity MSCI Information Technology Index ETF shares in Q1 2025, an estimated $23.1K.
  • Richard W. Paul & Associates first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and held it in 9 quarters.
  • Richard W. Paul & Associates's Fidelity MSCI Information Technology Index ETF position peaked at $23.1K in Q4 2024.
  • 508 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.