Safeguard Financial’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Safeguard Financial’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	$591K	Buy	3,662 +9	+0.2%	+$1.61K	0.13%	58
2024 Q4	$675K	Sell	3,653 -515	-12%	-$94.1K	0.15%	53
2024 Q3	$727K	Sell	4,168 -669	-14%	-$113K	0.17%	49
2024 Q2	$830K	Buy	4,837 +177	+4%	+$28K	0.23%	41
2024 Q1	$726K	Buy	4,660 +1	+0%	+$151	0.24%	40
2023 Q4	$669K	Sell	4,659 -79	-2%	-$10.5K	0.25%	39
2023 Q3	$582K	Sell	4,738 -331	-7%	-$42.6K	0.28%	40
2023 Q2	$662K	Sell	5,069 -149	-3%	-$17.7K	0.32%	38
2023 Q1	$595K	Buy	5,218 +2,162	+71%	+$226K	0.36%	41
2022 Q4	$289K	Buy	3,056 +701	+30%	+$67.7K	0.21%	50
2022 Q3	$214K	Sell	2,355 -85	-3%	-$8.84K	0.2%	47
2022 Q2	$235K	Buy	+2,440	New	+$260K	0.28%	41

Other funds holding FTEC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Safeguard Financial's FTEC Position: Q1 2025 in Review

Safeguard Financial increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.25% in Q1 2025, buying an estimated $1.61K and bringing the position to 3,662 shares worth $591K. The position accounts for 0.13% of the portfolio, ranked #58.

Safeguard Financial first reported a position in FTEC in Q2 2022 and has held it in 12 quarters since. The position peaked at $830K in Q2 2024. 505 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

Safeguard Financial held 3,662 shares of Fidelity MSCI Information Technology Index ETF worth $591K as of Q1 2025.
Safeguard Financial bought 9 Fidelity MSCI Information Technology Index ETF shares in Q1 2025, an estimated $1.61K.
Fidelity MSCI Information Technology Index ETF made up 0.13% of Safeguard Financial's portfolio in Q1 2025, its #58 holding.
Safeguard Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2022 and has held it in 12 quarters since.
Safeguard Financial's Fidelity MSCI Information Technology Index ETF position peaked at $830K in Q2 2024.
505 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.