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Barrett & Company’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Barrett & Company’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 		$27.3K Hold
96
– – 0.01% 382
2026
Q1 		$19.9K Hold
96
– – 0.01% 400
2025
Q4 		$21.5K Hold
96
– – 0.01% 404
2025
Q3 		$21.2K Hold
96
– – 0.01% 405
2025
Q2 		$18.8K Hold
96
– – 0.01% 423
2025
Q1 		$15.4K Buy
96
+66
+220% +$11.8K 0.01% 405
2024
Q4 		$5.55K Hold
30
– – ﹤0.01% 484
2024
Q3 		$5.24K Buy
+30
New +$5.07K ﹤0.01% 483

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

Barrett & Company's FTEC Position: Q2 2026 in Review

Barrett & Company held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 96 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #382.

Barrett & Company first reported a position in FTEC in Q3 2024 and has held it in 8 quarters since. 659 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Barrett & Company held 96 shares of Fidelity MSCI Information Technology Index ETF worth $27.3K as of Q2 2026.
  • Barrett & Company left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #382 holding.
  • Barrett & Company first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 659 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.