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WWM
Western Wealth Management’s
Fidelity MSCI Information Technology Index ETF
FTEC
Stock Holding History
Western Wealth Management’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
$395K
Hold
1,897
–
–
0.02%
703
2025
Q4
$426K
Buy
1,897
+378
+25%
+$85.6K
0.02%
561
2025
Q3
$338K
Sell
1,519
-61
-4%
-$12.7K
0.02%
559
2025
Q2
$312K
Hold
1,580
–
–
0.02%
547
2025
Q1
$255K
Hold
1,580
–
–
0.02%
579
2024
Q4
$292K
Hold
1,580
–
–
0.02%
534
2024
Q3
$276K
Buy
1,580
+181
+13%
+$30.6K
0.02%
628
2024
Q2
$240K
Hold
1,399
–
–
0.02%
569
2024
Q1
$218K
Buy
1,399
+1
+0.1%
+$151
0.02%
602
2023
Q4
$201K
Buy
+1,398
New
+$185K
0.01%
663
2022
Q4
–
Sell
-4,976
Closed
-$453K
–
663
2022
Q3
$453K
Buy
4,976
+2,565
+106%
+$267K
0.03%
519
2022
Q2
$233K
Buy
2,411
+1
+0%
+$107
0.01%
688
2022
Q1
$296K
Sell
2,410
-3,437
-59%
-$417K
0.01%
680
2021
Q4
$793K
Buy
+5,847
New
+$759K
0.08%
242
2021
Q2
$666K
Sell
5,612
-845
-13%
-$94.2K
0.07%
295
2021
Q1
$684K
Sell
6,457
-4,675
-42%
-$497K
0.09%
220
2020
Q4
$1.16M
Buy
11,132
+687
+7%
+$66.8K
0.17%
138
2020
Q3
$962K
Sell
10,445
-173
-2%
-$15.4K
0.16%
151
2020
Q2
$873K
Buy
10,618
+6,386
+151%
+$471K
0.16%
143
2020
Q1
$264K
Buy
+4,232
New
+$304K
0.06%
290
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1-Year Est. Return
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1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
AM
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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
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
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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