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Smith Shellnut Wilson’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Smith Shellnut Wilson’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
Q3 		$4.51M Buy
20,284
+4,835
+31% +$1.01M 1.73% 13
2025
Q2 		$3.05M Buy
15,449
+525
+4% +$90.8K 1.32% 14
2025
Q1 		$2.41M Buy
14,924
+135
+0.9% +$24.2K 1.1% 20
2024
Q4 		$2.73M Buy
14,789
+448
+3% +$81.9K 1.21% 20
2024
Q3 		$2.5M Sell
14,341
-618
-4% -$104K 1.13% 21
2024
Q2 		$2.57M Buy
14,959
+5,275
+54% +$834K 1.25% 22
2024
Q1 		$1.51M Sell
9,684
-12
-0.1% -$1.81K 0.8% 28
2023
Q4 		$1.39M Sell
9,696
-40
-0.4% -$5.3K 0.8% 29
2023
Q3 		$1.2M Hold
9,736
– – 0.73% 28
2023
Q2 		$1.27M Sell
9,736
-3
-0% -$356 0.72% 29
2023
Q1 		$1.11M Sell
9,739
-70
-0.7% -$7.32K 0.67% 29
2022
Q4 		$927K Sell
9,809
-1,870
-16% -$181K 0.57% 32
2022
Q3 		$1.06M Sell
11,679
-1,446
-11% -$150K 0.71% 31
2022
Q2 		$1.27M Sell
13,125
-3,517
-21% -$375K 0.78% 27
2022
Q1 		$2.05M Sell
16,642
-8,629
-34% -$1.05M 1.07% 23
2021
Q4 		$3.42M Buy
25,271
+8,342
+49% +$1.08M 1.69% 19
2021
Q3 		$2.01M Sell
16,929
-34
-0.2% -$4.16K 1.16% 21
2021
Q2 		$2M Buy
16,963
+113
+0.7% +$12.6K 1.16% 22
2021
Q1 		$1.78M Sell
16,850
-30,654
-65% -$3.26M 1.09% 23
2020
Q4 		$4.96M Buy
47,504
+5,106
+12% +$496K 2.96% 10
2020
Q3 		$3.9K Buy
+42,398
New +$3.77M 1.46% 17

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Smith Shellnut Wilson's FTEC Position: Q3 2025 in Review

Smith Shellnut Wilson increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 31% in Q3 2025, buying an estimated $1.01M and bringing the position to 20,284 shares worth $4.51M. The position accounts for 1.73% of the portfolio, ranked #13.

Smith Shellnut Wilson first reported a position in FTEC in Q3 2020 and has held it in 21 quarters since. The position peaked at $4.96M in Q4 2020. 563 funds tracked by Wall St. Rank hold FTEC as of Q3 2025.

  • Smith Shellnut Wilson held 20,284 shares of Fidelity MSCI Information Technology Index ETF worth $4.51M as of Q3 2025.
  • Smith Shellnut Wilson bought 4,835 Fidelity MSCI Information Technology Index ETF shares in Q3 2025, an estimated $1.01M.
  • Fidelity MSCI Information Technology Index ETF made up 1.73% of Smith Shellnut Wilson's portfolio in Q3 2025, its #13 holding.
  • Smith Shellnut Wilson first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and has held it in 21 quarters since.
  • Smith Shellnut Wilson's Fidelity MSCI Information Technology Index ETF position peaked at $4.96M in Q4 2020.
  • 563 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.