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

WCG Wealth Advisors’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	$2.3M	Sell	11,038 -3,003	-21%	-$660K	0.06%	249
2025 Q4	$3.15M	Sell	14,041 -659	-4%	-$149K	0.09%	209
2025 Q3	$3.27M	Sell	14,700 -1,236	-8%	-$257K	0.2%	108
2025 Q2	$3.14M	Sell	15,936 -5,535	-26%	-$958K	0.2%	115
2025 Q1	$3.46M	Sell	21,471 -523	-2%	-$93.8K	0.26%	96
2024 Q4	$4.07M	Buy	21,994 +722	+3%	+$132K	0.27%	101
2024 Q3	$3.71M	Buy	21,272 +718	+3%	+$121K	0.25%	101
2024 Q2	$3.52M	Buy	20,554 +2,163	+12%	+$342K	0.26%	89
2024 Q1	$2.87M	Buy	18,391 +6,552	+55%	+$987K	0.24%	95
2023 Q4	$1.7M	Buy	+11,839	New	+$1.57M	0.13%	153

Other funds holding FTEC

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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 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

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

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return