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Running Point Capital Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Running Point Capital 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 		$39.9K Hold
178
– – 0.01% 155
2025
Q3 		$39.5K Sell
178
-1
-0.6% -$208 0.01% 158
2025
Q2 		$35.4K Hold
179
– – 0.01% 150
2025
Q1 		$28.9K Buy
+179
New +$32.1K 0.01% 145

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 22.96% 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

Running Point Capital Advisors's FTEC Position: Q4 2025 in Review

Running Point Capital Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q4 2025 at 178 shares worth $39.9K. The position accounts for 0.01% of the portfolio, ranked #155.

Running Point Capital Advisors first reported a position in FTEC in Q1 2025 and has held it in 4 quarters since. 615 funds tracked by Wall St. Rank hold FTEC as of Q4 2025.

  • Running Point Capital Advisors held 178 shares of Fidelity MSCI Information Technology Index ETF worth $39.9K as of Q4 2025.
  • Running Point Capital Advisors 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 Running Point Capital Advisors's portfolio in Q4 2025, its #155 holding.
  • Running Point Capital Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2025 and has held it in 4 quarters since.
  • 615 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.