Unionview LLC’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Unionview LLC’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	$267K	Sell	1,445 -72	-5%	-$13.2K	0.2%	74
2024 Q3	$265K	Buy	1,517 +1	+0.1%	+$169	0.21%	75
2024 Q2	$260K	Buy	1,516 +1	+0.1%	+$158	0.21%	76
2024 Q1	$236K	Buy	1,515 +1	+0.1%	+$151	0.2%	79
2023 Q4	$217K	Buy	+1,514	New	+$200K	0.2%	77
2022 Q1	–	Sell	-1,479	Closed	-$200K	–	94
2021 Q4	$200K	Buy	+1,479	New	+$192K	0.19%	92

Other funds holding FTEC

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Unionview LLC's FTEC Position: Q4 2024 in Review

Unionview LLC reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.7% in Q4 2024, selling an estimated $13.2K and leaving 1,445 shares worth $267K. The position accounts for 0.2% of the portfolio, ranked #74.

Unionview LLC first reported a position in FTEC in Q4 2021 and has held it in 6 quarters since. 509 funds tracked by Wall St. Rank hold FTEC as of Q4 2024.

Unionview LLC held 1,445 shares of Fidelity MSCI Information Technology Index ETF worth $267K as of Q4 2024.
Unionview LLC sold 72 Fidelity MSCI Information Technology Index ETF shares in Q4 2024, an estimated $13.2K.
Fidelity MSCI Information Technology Index ETF made up 0.2% of Unionview LLC's portfolio in Q4 2024, its #74 holding.
Unionview LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 6 quarters since.
509 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.