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

AssuredPartners Investment 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	$359K	Hold	1,258	–	–	0.03%	314
2026 Q1	$269K	Buy	1,258 +180	+17%	+$39.5K	0.03%	337
2025 Q4	$242K	Buy	1,078 +31	+3%	+$7.02K	0.04%	304
2025 Q3	$233K	Hold	1,047	–	–	0.05%	242
2025 Q2	$206K	Sell	1,047 -1,114	-52%	-$193K	0.05%	230
2025 Q1	$349K	Sell	2,161 -4	-0.2%	-$717	0.07%	249
2024 Q4	$400K	Buy	+2,165	New	+$396K	0.08%	226

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 22.9% 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

AssuredPartners Investment Advisors's FTEC Position: Q2 2026 in Review

AssuredPartners Investment Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 1,258 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #314.

AssuredPartners Investment Advisors first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $400K in Q4 2024. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

AssuredPartners Investment Advisors held 1,258 shares of Fidelity MSCI Information Technology Index ETF worth $359K as of Q2 2026.
AssuredPartners Investment Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #314 holding.
AssuredPartners Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $400K in Q4 2024.
660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.