Sheaff Brock Investment Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Sheaff Brock Investment 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 Q1	$226K	Hold	1,400	–	–	0.02%	377
2024 Q4	$259K	Hold	1,400	–	–	0.02%	361
2024 Q3	$244K	Hold	1,400	–	–	0.02%	362
2024 Q2	$240K	Hold	1,400	–	–	0.02%	354
2024 Q1	$218K	Hold	1,400	–	–	0.01%	426
2023 Q4	$201K	Buy	+1,400	New	+$185K	0.02%	419

Other funds holding FTEC

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

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

FSC

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

Sheaff Brock Investment Advisors's FTEC Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q1 2025 at 1,400 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #377.

Sheaff Brock Investment Advisors first reported a position in FTEC in Q4 2023 and has held it in 6 quarters since. The position peaked at $259K in Q4 2024. 507 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

Sheaff Brock Investment Advisors held 1,400 shares of Fidelity MSCI Information Technology Index ETF worth $226K as of Q1 2025.
Sheaff Brock Investment Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q1 2025.
Fidelity MSCI Information Technology Index ETF made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #377 holding.
Sheaff Brock Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 6 quarters since.
Sheaff Brock Investment Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $259K in Q4 2024.
507 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.