TW
FTEC icon

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

TrinityPoint Wealth’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
2024
Q4 		$750K Sell
4,056
-564
-12% -$103K 0.11% 183
2024
Q3 		$806K Buy
4,620
+3,169
+218% +$536K 0.12% 173
2024
Q2 		$249K Buy
1,451
+21
+1% +$3.32K 0.04% 277
2024
Q1 		$223K Buy
+1,430
New +$215K 0.04% 283

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TrinityPoint Wealth's FTEC Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 12% in Q4 2024, selling an estimated $103K and leaving 4,056 shares worth $750K. The position accounts for 0.11% of the portfolio, ranked #183.

TrinityPoint Wealth first reported a position in FTEC in Q1 2024 and has held it in 4 quarters since. The position peaked at $806K in Q3 2024. 508 funds tracked by Wall St. Rank hold FTEC as of Q4 2024.

  • TrinityPoint Wealth held 4,056 shares of Fidelity MSCI Information Technology Index ETF worth $750K as of Q4 2024.
  • TrinityPoint Wealth sold 564 Fidelity MSCI Information Technology Index ETF shares in Q4 2024, an estimated $103K.
  • Fidelity MSCI Information Technology Index ETF made up 0.11% of TrinityPoint Wealth's portfolio in Q4 2024, its #183 holding.
  • TrinityPoint Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and has held it in 4 quarters since.
  • TrinityPoint Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $806K in Q3 2024.
  • 508 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.