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Stapp Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Stapp Wealth Management’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 		– Sell
-1,671
Closed -$309K – 26
2024
Q4 		$309K Buy
+1,671
New +$305K 0.48% 18

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Stapp Wealth Management's FTEC Position: Q1 2025 in Review

Stapp Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2025, closing a stake of 1,671 shares — an estimated $309K sold.

Stapp Wealth Management first reported a position in FTEC in Q4 2024 and held it in 1 quarter. The position peaked at $309K in Q4 2024. 506 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

  • Stapp Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2025 after selling out during the quarter.
  • Stapp Wealth Management sold 1,671 Fidelity MSCI Information Technology Index ETF shares in Q1 2025, an estimated $309K.
  • Stapp Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and held it in 1 quarter.
  • Stapp Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $309K in Q4 2024.
  • 506 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on Stapp Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.