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WhitTier Trust Company’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

WhitTier Trust Company’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
Q2 		– Sell
-141
Closed -$22.7K – 1458
2025
Q1 		$22.7K Hold
141
– – ﹤0.01% 938
2024
Q4 		$26.1K Buy
+141
New +$25.8K ﹤0.01% 886

Other funds holding FTEC

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Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WhitTier Trust Company's FTEC Position: Q2 2025 in Review

WhitTier Trust Company sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2025, closing a stake of 141 shares — an estimated $22.7K sold.

WhitTier Trust Company first reported a position in FTEC in Q4 2024 and held it in 2 quarters. The position peaked at $26.1K in Q4 2024. 546 funds tracked by Wall St. Rank hold FTEC as of Q2 2025.

  • WhitTier Trust Company reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 141 Fidelity MSCI Information Technology Index ETF shares in Q2 2025, an estimated $22.7K.
  • WhitTier Trust Company first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and held it in 2 quarters.
  • WhitTier Trust Company's Fidelity MSCI Information Technology Index ETF position peaked at $26.1K in Q4 2024.
  • 546 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2025.

Based on WhitTier Trust Company's 13F filing for Q2 2025, filed 30 Jul 2025.