Anchor Investment Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Anchor Investment 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	$3.37M	Sell	16,213 -900	-5%	-$198K	0.28%	94
2025 Q4	$3.84M	Buy	17,113 +16	+0.1%	+$3.63K	0.31%	83
2025 Q3	$3.8M	Buy	17,097 +13	+0.1%	+$2.7K	0.31%	84
2025 Q2	$3.37M	Buy	17,084 +489	+3%	+$84.6K	0.3%	87
2025 Q1	$2.68M	Buy	16,595 +14	+0.1%	+$2.51K	0.25%	101
2024 Q4	$3.07M	Sell	16,581 -200	-1%	-$36.6K	0.29%	94
2024 Q3	$2.93M	Sell	16,781 -397	-2%	-$67.1K	0.28%	97
2024 Q2	$2.95M	Buy	17,178 +14	+0.1%	+$2.21K	0.3%	91
2024 Q1	$2.67M	Hold	17,164	–	–	0.28%	98
2023 Q4	$2.47M	Hold	17,164	–	–	0.28%	97
2023 Q3	$2.11M	Sell	17,164 -534	-3%	-$68.7K	0.28%	96
2023 Q2	$2.31M	Sell	17,698 -982	-5%	-$117K	0.3%	99
2023 Q1	$2.13M	Buy	18,680 +474	+3%	+$49.6K	0.29%	96
2022 Q4	$1.72M	Buy	18,206 +167	+0.9%	+$16.1K	0.25%	115
2022 Q3	$1.64M	Sell	18,039 -605	-3%	-$62.9K	0.25%	103
2022 Q2	$1.8M	Sell	18,644 -588	-3%	-$62.7K	0.26%	99
2022 Q1	$2.37M	Buy	19,232 +289	+2%	+$35.1K	0.3%	90
2021 Q4	$2.56M	Buy	18,943 +886	+5%	+$115K	0.32%	85
2021 Q3	$2.14M	Buy	18,057 +3,036	+20%	+$372K	0.3%	91
2021 Q2	$1.77M	Buy	15,021 +6,384	+74%	+$712K	0.24%	100
2021 Q1	$914K	Buy	8,637 +565	+7%	+$60K	0.14%	154
2020 Q4	$844K	Buy	8,072 +2,001	+33%	+$195K	0.15%	144
2020 Q3	$559K	Buy	6,071 +3,590	+145%	+$319K	0.11%	162
2020 Q2	$204K	Buy	2,481 +847	+52%	+$62.5K	0.05%	261
2020 Q1	$102K	Buy	1,634 +584	+56%	+$41.9K	0.03%	336
2019 Q4	$76.1K	Buy	1,050 +466	+80%	+$31.6K	0.02%	410
2019 Q3	$37.2K	Buy	584 +503	+621%	+$32K	0.01%	493
2019 Q2	$5.04K	Buy	+81	New	+$4.94K	﹤0.01%	691

Other funds holding FTEC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

RBA

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

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

Anchor Investment Management's FTEC Position: Q1 2026 in Review

Anchor Investment Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 5.3% in Q1 2026, selling an estimated $198K and leaving 16,213 shares worth $3.37M. The position accounts for 0.28% of the portfolio, ranked #94.

Anchor Investment Management first reported a position in FTEC in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.84M in Q4 2025. 609 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Anchor Investment Management held 16,213 shares of Fidelity MSCI Information Technology Index ETF worth $3.37M as of Q1 2026.
Anchor Investment Management sold 900 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $198K.
Fidelity MSCI Information Technology Index ETF made up 0.28% of Anchor Investment Management's portfolio in Q1 2026, its #94 holding.
Anchor Investment Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2019 and has held it in 28 quarters since.
Anchor Investment Management's Fidelity MSCI Information Technology Index ETF position peaked at $3.84M in Q4 2025.
609 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.