Salem Investment Counselors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Salem Investment Counselors’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 Q2	$117K	Hold	410	–	–	﹤0.01%	480
2026 Q1	$85.3K	Buy	+410	New	+$90.1K	﹤0.01%	513
2025 Q4	–	Sell	-438	Closed	-$97.3K	–	664
2025 Q3	$97.3K	Hold	438	–	–	﹤0.01%	470
2025 Q2	$86.3K	Hold	438	–	–	﹤0.01%	480
2025 Q1	$70.6K	Sell	438 -128	-23%	-$22.9K	﹤0.01%	514
2024 Q4	$105K	Hold	566	–	–	﹤0.01%	449
2024 Q3	$98.7K	Buy	566 +1	+0.2%	+$169	﹤0.01%	455
2024 Q2	$97K	Buy	565 +265	+88%	+$41.9K	﹤0.01%	453
2024 Q1	$46.8K	Hold	300	–	–	﹤0.01%	560
2023 Q4	$43.1K	Hold	300	–	–	﹤0.01%	569
2023 Q3	$36.9K	Hold	300	–	–	﹤0.01%	577
2023 Q2	$39.2K	Hold	300	–	–	﹤0.01%	563
2023 Q1	$34.2K	Hold	300	–	–	﹤0.01%	600
2022 Q4	$28.4K	Buy	300 +50	+20%	+$4.83K	﹤0.01%	609
2022 Q3	$23K	Buy	+250	New	+$26K	﹤0.01%	614

Other funds holding FTEC

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return