Seven Mile Advisory’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Seven Mile Advisory’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	–	Sell	-1,926	Closed	-$428K	–	278
2025 Q3	$428K	Hold	1,926	–	–	0.07%	150
2025 Q2	$380K	Buy	1,926 +1	+0.1%	+$173	0.23%	88
2025 Q1	$311K	Hold	1,925	–	–	0.21%	107
2024 Q4	$356K	Sell	1,925 -1	-0.1%	-$183	0.23%	87
2024 Q3	$336K	Hold	1,926	–	–	0.22%	92
2024 Q2	$330K	Buy	1,926 +1	+0.1%	+$158	0.24%	82
2024 Q1	$300K	Hold	1,925	–	–	0.23%	100
2023 Q4	$277K	Hold	1,925	–	–	0.24%	97
2023 Q3	$237K	Hold	1,925	–	–	0.25%	94
2023 Q2	$251K	Buy	+1,925	New	+$229K	0.29%	83

Other funds holding FTEC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Seven Mile Advisory's FTEC Position: Q4 2025 in Review

Seven Mile Advisory sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2025, closing a stake of 1,926 shares — an estimated $428K sold.

Seven Mile Advisory first reported a position in FTEC in Q2 2023 and held it in 10 quarters. The position peaked at $428K in Q3 2025. 613 funds tracked by Wall St. Rank hold FTEC as of Q4 2025.

Seven Mile Advisory reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2025 after selling out during the quarter.
Seven Mile Advisory sold 1,926 Fidelity MSCI Information Technology Index ETF shares in Q4 2025, an estimated $428K.
Seven Mile Advisory first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and held it in 10 quarters.
Seven Mile Advisory's Fidelity MSCI Information Technology Index ETF position peaked at $428K in Q3 2025.
613 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2025.

Based on Seven Mile Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.