Apriem Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Apriem Advisors’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	$657K	Hold	2,300	–	–	0.06%	109
2026 Q1	$479K	Hold	2,300	–	–	0.05%	124
2025 Q4	$517K	Hold	2,300	–	–	0.05%	117
2025 Q3	$511K	Hold	2,300	–	–	0.05%	115
2025 Q2	$454K	Hold	2,300	–	–	0.05%	121
2025 Q1	$371K	Hold	2,300	–	–	0.04%	128
2024 Q4	$425K	Hold	2,300	–	–	0.05%	114
2024 Q3	$401K	Hold	2,300	–	–	0.05%	115
2024 Q2	$394K	Hold	2,300	–	–	0.05%	114
2024 Q1	$358K	Hold	2,300	–	–	0.05%	126
2023 Q4	$330K	Hold	2,300	–	–	0.04%	114
2023 Q3	$283K	Hold	2,300	–	–	0.04%	117
2023 Q2	$300K	Sell	2,300 -2	-0.1%	-$237	0.05%	115
2023 Q1	$262K	Buy	2,302 +2	+0.1%	+$209	0.04%	123
2022 Q4	$217K	Hold	2,300	–	–	0.04%	132
2022 Q3	$209K	Hold	2,300	–	–	0.04%	128
2022 Q2	$222K	Hold	2,300	–	–	0.04%	125
2022 Q1	$283K	Hold	2,300	–	–	0.04%	119
2021 Q4	$311K	Sell	2,300 -900	-28%	-$117K	0.04%	114
2021 Q3	$380K	Hold	3,200	–	–	0.05%	106
2021 Q2	$377K	Sell	3,200 -30	-0.9%	-$3.34K	0.06%	107
2021 Q1	$342K	Sell	3,230 -162	-5%	-$17.2K	0.05%	104
2020 Q4	$354K	Buy	3,392 +192	+6%	+$18.7K	0.06%	96
2020 Q3	$295K	Hold	3,200	–	–	0.05%	101
2020 Q2	$263K	Hold	3,200	–	–	0.05%	101
2020 Q1	$201K	Hold	3,200	–	–	0.05%	105
2019 Q4	$232K	Buy	+3,200	New	+$217K	0.04%	122

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

KIM

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

Apriem Advisors's FTEC Position: Q2 2026 in Review

Apriem Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 2,300 shares worth $657K. The position accounts for 0.06% of the portfolio, ranked #109.

Apriem Advisors first reported a position in FTEC in Q4 2019 and has held it in 27 quarters since. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Apriem Advisors held 2,300 shares of Fidelity MSCI Information Technology Index ETF worth $657K as of Q2 2026.
Apriem Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.06% of Apriem Advisors's portfolio in Q2 2026, its #109 holding.
Apriem Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and has held it in 27 quarters since.
658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.