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 Q2	$1.06M	Sell	3,695 -1,286	-26%	-$336K	﹤0.01%	1009
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 $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

Beacon Pointe Advisors's FTEC Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 26% in Q2 2026, selling an estimated $336K and leaving 3,695 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Beacon Pointe Advisors first reported a position in FTEC in Q4 2021 and has held it in 11 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Beacon Pointe Advisors held 3,695 shares of Fidelity MSCI Information Technology Index ETF worth $1.06M as of Q2 2026.
Beacon Pointe Advisors sold 1,286 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $336K.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1009 holding.
Beacon Pointe Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 11 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.