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

Atomi 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
2026
Q2 		$798K Hold
2,793
– – 0.02% 561
2026
Q1 		$581K Sell
2,793
-300
-10% -$65.9K 0.02% 659
2025
Q4 		$695K Sell
3,093
-2,767
-47% -$627K 0.02% 545
2025
Q3 		$1.3M Sell
5,860
-860
-13% -$179K 0.04% 300
2025
Q2 		$1.33M Buy
6,720
+57
+0.9% +$9.86K 0.05% 265
2025
Q1 		$1.07M Buy
6,663
+1,915
+40% +$343K 0.05% 291
2024
Q4 		$878K Sell
4,748
-14
-0.3% -$2.56K 0.04% 301
2024
Q3 		$831K Buy
4,762
+1,284
+37% +$217K 0.05% 285
2024
Q2 		$597K Buy
3,478
+1,012
+41% +$160K 0.04% 344
2024
Q1 		$384K Buy
+2,466
New +$371K 0.04% 439

Other funds holding FTEC

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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

Atomi Financial Group's FTEC Position: Q2 2026 in Review

Atomi Financial Group held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 2,793 shares worth $798K. The position accounts for 0.02% of the portfolio, ranked #561.

Atomi Financial Group first reported a position in FTEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.33M in Q2 2025. 659 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Atomi Financial Group held 2,793 shares of Fidelity MSCI Information Technology Index ETF worth $798K as of Q2 2026.
  • Atomi Financial Group left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #561 holding.
  • Atomi Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and has held it in 10 quarters since.
  • Atomi Financial Group's Fidelity MSCI Information Technology Index ETF position peaked at $1.33M in Q2 2025.
  • 659 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.