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WBC
West Branch Capital’s
Fidelity MSCI Information Technology Index ETF
FTEC
Stock Holding History
West Branch Capital’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
Q4
–
Sell
-63
Closed
-$11.6K
–
439
2025
Q3
$11.6K
Hold
63
–
–
﹤0.01%
265
2025
Q2
$11.6K
Hold
63
–
–
﹤0.01%
257
2025
Q1
$10.2K
Hold
63
–
–
﹤0.01%
281
2024
Q4
$11.7K
Hold
63
–
–
﹤0.01%
255
2024
Q3
$11K
Sell
63
-21
-25%
-$3.55K
﹤0.01%
259
2024
Q2
$14.4K
Hold
84
–
–
0.01%
245
2024
Q1
$13.1K
Buy
84
+21
+33%
+$3.16K
0.01%
258
2023
Q4
$9.04K
Hold
63
–
–
﹤0.01%
285
2023
Q3
$7.71K
Hold
63
–
–
﹤0.01%
295
2023
Q2
$8.18K
Hold
63
–
–
﹤0.01%
301
2023
Q1
$7.13K
Buy
63
+1
+2%
+$105
﹤0.01%
316
2022
Q4
$5.9K
Hold
62
–
–
﹤0.01%
325
2022
Q3
$6K
Hold
62
–
–
﹤0.01%
325
2022
Q2
$6K
Hold
62
–
–
﹤0.01%
319
2022
Q1
$8K
Hold
62
–
–
﹤0.01%
311
2021
Q4
$8K
Hold
62
–
–
﹤0.01%
344
2021
Q3
$7K
Hold
62
–
–
﹤0.01%
334
2021
Q2
$7K
Buy
+62
New
+$6.91K
﹤0.01%
347
Other funds holding FTEC
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
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
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AM
AGF Management
Toronto, Ontario, Canada
$22.3B AUM
46.42%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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