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Wood Tarver Financial Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-158
Closed -$31K – 324
2025
Q2 		$31K Hold
158
– – 0.01% 319
2025
Q1 		$25.5K Hold
158
– – 0.01% 330
2024
Q4 		$29K Buy
+158
New +$28.9K 0.01% 314

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Wood Tarver Financial Group's FTEC Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2025, closing a stake of 158 shares — an estimated $31K sold.

Wood Tarver Financial Group first reported a position in FTEC in Q4 2024 and held it in 3 quarters. The position peaked at $31K in Q2 2025. 564 funds tracked by Wall St. Rank hold FTEC as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 158 Fidelity MSCI Information Technology Index ETF shares in Q3 2025, an estimated $31K.
  • Wood Tarver Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Fidelity MSCI Information Technology Index ETF position peaked at $31K in Q2 2025.
  • 564 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.