Savvy Advisors Inc’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Savvy Advisors Inc’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	$2M	Sell	9,610 -855	-8%	-$188K	0.05%	269
2025 Q4	$2.35M	Sell	10,465 -920	-8%	-$208K	0.08%	199
2025 Q3	$2.53M	Sell	11,385 -711	-6%	-$148K	0.12%	128
2025 Q2	$2.39M	Buy	12,096 +5,105	+73%	+$883K	0.16%	93
2025 Q1	$1.13M	Sell	6,991 -566	-7%	-$101K	0.11%	151
2024 Q4	$1.4M	Buy	7,557 +390	+5%	+$71.3K	0.17%	106
2024 Q3	$1.25M	Buy	7,167 +2,678	+60%	+$453K	0.25%	79
2024 Q2	$770K	Buy	4,489 +1,197	+36%	+$189K	0.25%	95
2024 Q1	$513K	Buy	+3,292	New	+$496K	0.3%	90

Other funds holding FTEC

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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 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

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

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

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return