WA
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WBH Advisory’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

WBH Advisory’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
2026
Q1 		$337K Sell
1,600
-114
-7% -$25K 0.03% 288
2025
Q4 		$385K Buy
1,714
+48
+3% +$10.9K 0.03% 262
2025
Q3 		$370K Hold
1,666
– – 0.03% 269
2025
Q2 		$329K Buy
+1,666
New +$288K 0.03% 278
2022
Q3 		$258K Sell
2,842
-371
-12% -$38.6K 0.04% 252
2022
Q2 		$320K Sell
3,213
-152
-5% -$16.2K 0.04% 239
2022
Q1 		$381K Buy
3,365
+859
+34% +$104K 0.05% 235
2021
Q4 		$339K Hold
2,506
– – 0.04% 253
2021
Q3 		$297K Hold
2,506
– – 0.04% 247
2021
Q2 		$307K Hold
2,506
– – 0.05% 224
2021
Q1 		$265K Hold
2,506
– – 0.04% 235
2020
Q4 		$267K Buy
+2,506
New +$244K 0.05% 229

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return