Williams & Novak’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Williams & Novak’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 Q2	$1.28M	Hold	4,472	–	–	0.85%	36
2026 Q1	$942K	Hold	4,472	–	–	0.71%	39
2025 Q4	$1M	Sell	4,472 -200	-4%	-$45.3K	0.76%	37
2025 Q3	$1.04M	Hold	4,672	–	–	0.8%	33
2025 Q2	$921K	Hold	4,672	–	–	0.78%	41
2025 Q1	$760K	Sell	4,672 -47	-1%	-$8.43K	0.74%	38
2024 Q4	$872K	Hold	4,719	–	–	0.84%	32
2024 Q3	$823K	Sell	4,719 -79	-2%	-$13.4K	0.77%	37
2024 Q2	$823K	Hold	4,798	–	–	0.77%	35
2024 Q1	$689K	Hold	4,798	–	–	0.78%	39
2023 Q4	$689K	Buy	+4,798	New	+$635K	0.78%	39

Other funds holding FTEC

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return