Beacon Pointe Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Beacon Pointe 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 Q1	$1.04M	Buy	4,981 +2,523	+103%	+$554K	0.01%	982
2025 Q4	$552K	Buy	2,458 +424	+21%	+$96.1K	﹤0.01%	1046
2025 Q3	$452K	Sell	2,034 -54	-3%	-$11.2K	﹤0.01%	1039
2025 Q2	$412K	Buy	2,088 +102	+5%	+$17.6K	﹤0.01%	946
2025 Q1	$320K	Sell	1,986 -36	-2%	-$6.45K	﹤0.01%	1000
2024 Q4	$374K	Buy	+2,022	New	+$370K	﹤0.01%	930
2023 Q4	–	Sell	-2,516	Closed	-$309K	–	1347
2023 Q3	$309K	Buy	2,516 +795	+46%	+$102K	﹤0.01%	1055
2023 Q2	$225K	Buy	+1,721	New	+$204K	﹤0.01%	977
2022 Q2	–	Sell	-2,727	Closed	-$336K	–	1114
2022 Q1	$336K	Buy	2,727 +439	+19%	+$53.3K	﹤0.01%	942
2021 Q4	$310K	Buy	+2,288	New	+$297K	0.01%	721

Other funds holding FTEC

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Pointe Advisors's FTEC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 103% in Q1 2026, buying an estimated $554K and bringing the position to 4,981 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #982.

Beacon Pointe Advisors first reported a position in FTEC in Q4 2021 and has held it in 10 quarters since. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Beacon Pointe Advisors held 4,981 shares of Fidelity MSCI Information Technology Index ETF worth $1.04M as of Q1 2026.
Beacon Pointe Advisors bought 2,523 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $554K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #982 holding.
Beacon Pointe Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 10 quarters since.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.