Atria Investments’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Atria Investments’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	$2.48M	Buy	8,701 +627	+8%	+$164K	0.02%	659
2026 Q1	$1.68M	Sell	8,074 -8,666	-52%	-$1.9M	0.02%	793
2025 Q4	$3.76M	Sell	16,740 -1,597	-9%	-$362K	0.04%	473
2025 Q3	$4.07M	Sell	18,337 -823	-4%	-$171K	0.05%	457
2025 Q2	$3.78M	Buy	19,160 +2,676	+16%	+$463K	0.04%	481
2025 Q1	$2.66M	Sell	16,484 -8,032	-33%	-$1.44M	0.03%	595
2024 Q4	$4.53M	Sell	24,516 -1,332	-5%	-$243K	0.06%	388
2024 Q3	$4.51M	Buy	25,848 +14,933	+137%	+$2.52M	0.06%	388
2024 Q2	$1.87M	Sell	10,915 -10,179	-48%	-$1.61M	0.02%	673
2024 Q1	$3.29M	Buy	21,094 +1,723	+9%	+$259K	0.05%	472
2023 Q4	$2.78M	Buy	19,371 +7,611	+65%	+$1.01M	0.04%	472
2023 Q3	$1.45M	Buy	11,760 +349	+3%	+$44.9K	0.03%	694
2023 Q2	$1.49M	Buy	+11,411	New	+$1.35M	0.03%	668
2022 Q2	–	Sell	-10,855	Closed	-$1.34M	–	796
2022 Q1	$1.34M	Sell	10,855 -469	-4%	-$56.9K	0.02%	723
2021 Q4	$1.53M	Buy	11,324 +1,339	+13%	+$174K	0.03%	663
2021 Q3	$1.18M	Sell	9,985 -6,541	-40%	-$801K	0.02%	721
2021 Q2	$1.95M	Buy	+16,526	New	+$1.84M	0.04%	510
2021 Q1	–	Sell	-12,197	Closed	-$1.27M	–	724
2020 Q4	$1.27M	Sell	12,197 -915	-7%	-$89K	0.03%	587
2020 Q3	$1.21M	Buy	+13,112	New	+$1.17M	0.04%	506
2020 Q1	–	Sell	-15,421	Closed	-$1.12M	–	774
2019 Q4	$1.12M	Buy	15,421 +509	+3%	+$34.5K	0.03%	487
2019 Q3	$951K	Buy	14,912 +481	+3%	+$30.6K	0.03%	431
2019 Q2	$895K	Buy	+14,431	New	+$880K	0.03%	430
2018 Q3	–	Sell	-21,100	Closed	-$1.17M	–	995
2018 Q2	$1.17M	Sell	21,100 -4,461	-17%	-$243K	0.05%	342
2018 Q1	$1.33M	Buy	25,561 +16,630	+186%	+$881K	0.06%	278
2017 Q4	$446K	Sell	8,931 -12,543	-58%	-$618K	0.02%	512
2017 Q3	$991K	Buy	21,474 +4,748	+28%	+$213K	0.05%	312
2017 Q2	$715K	Buy	16,726 +1,232	+8%	+$52.7K	0.04%	353
2017 Q1	$638K	Buy	+15,494	New	+$614K	0.04%	344

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

Atria Investments's FTEC Position: Q2 2026 in Review

Atria Investments increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 7.8% in Q2 2026, buying an estimated $164K and bringing the position to 8,701 shares worth $2.48M. The position accounts for 0.02% of the portfolio, ranked #659.

Atria Investments first reported a position in FTEC in Q1 2017 and has held it in 28 quarters since. The position peaked at $4.53M in Q4 2024. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Atria Investments held 8,701 shares of Fidelity MSCI Information Technology Index ETF worth $2.48M as of Q2 2026.
Atria Investments bought 627 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $164K.
Fidelity MSCI Information Technology Index ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #659 holding.
Atria Investments first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2017 and has held it in 28 quarters since.
Atria Investments's Fidelity MSCI Information Technology Index ETF position peaked at $4.53M in Q4 2024.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.