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 $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RBA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Branch Capital's FTEC Position: Q4 2025 in Review

West Branch Capital sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2025, closing a stake of 63 shares — an estimated $11.6K sold.

West Branch Capital first reported a position in FTEC in Q2 2021 and held it in 18 quarters. The position peaked at $14.4K in Q2 2024. 615 funds tracked by Wall St. Rank hold FTEC as of Q4 2025.

West Branch Capital reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 63 Fidelity MSCI Information Technology Index ETF shares in Q4 2025, an estimated $11.6K.
West Branch Capital first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2021 and held it in 18 quarters.
West Branch Capital's Fidelity MSCI Information Technology Index ETF position peaked at $14.4K in Q2 2024.
615 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.