Aspetuck Financial Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Aspetuck Financial 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 Q2	$8.1M	Buy	28,363 +1,282	+5%	+$335K	4.77%	4
2026 Q1	$5.63M	Buy	27,081 +497	+2%	+$109K	3.86%	4
2025 Q4	$5.97M	Buy	26,584 +107	+0.4%	+$24.2K	4.01%	5
2025 Q3	$5.88M	Sell	26,477 -14	-0.1%	-$2.91K	4.03%	4
2025 Q2	$5.22M	Buy	26,491 +91	+0.3%	+$15.7K	3.94%	4
2025 Q1	$4.26M	Buy	26,400 +1,105	+4%	+$198K	3.66%	5
2024 Q4	$4.68M	Buy	+25,295	New	+$4.62M	3.64%	5

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

Aspetuck Financial Management's FTEC Position: Q2 2026 in Review

Aspetuck Financial Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.7% in Q2 2026, buying an estimated $335K and bringing the position to 28,363 shares worth $8.1M. The position accounts for 4.77% of the portfolio, ranked #4.

Aspetuck Financial Management first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Aspetuck Financial Management held 28,363 shares of Fidelity MSCI Information Technology Index ETF worth $8.1M as of Q2 2026.
Aspetuck Financial Management bought 1,282 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $335K.
Fidelity MSCI Information Technology Index ETF made up 4.77% of Aspetuck Financial Management's portfolio in Q2 2026, its #4 holding.
Aspetuck Financial Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.