Blue Trust Inc’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Blue Trust Inc’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	$446K	Sell	1,562 -60	-4%	-$15.7K	﹤0.01%	525
2026 Q1	$338K	Sell	1,622 -2,547	-61%	-$559K	﹤0.01%	612
2025 Q4	$937K	Buy	4,169 +6	+0.1%	+$1.36K	0.01%	300
2025 Q3	$925K	Buy	4,163 +295	+8%	+$61.3K	0.01%	323
2025 Q2	$763K	Buy	3,868 +27	+0.7%	+$4.67K	0.01%	348
2025 Q1	$619K	Buy	3,841 +2,243	+140%	+$402K	0.01%	358
2024 Q4	$295K	Buy	+1,598	New	+$292K	﹤0.01%	530
2024 Q3	–	Sell	-3	Closed	-$468	–	2937
2024 Q2	$468	Hold	3	–	–	﹤0.01%	2619
2024 Q1	$468	Buy	+3	New	+$452	﹤0.01%	2016
2023 Q3	–	Sell	-102	Closed	-$12K	–	2120
2023 Q2	$12K	Buy	+102	New	+$12.1K	﹤0.01%	1239
2023 Q1	–	Sell	-60	Closed	-$5K	–	2426
2022 Q4	$5K	Hold	60	–	–	﹤0.01%	1718
2022 Q3	$6K	Hold	60	–	–	﹤0.01%	1509
2022 Q2	$7K	Buy	+60	New	+$6.39K	﹤0.01%	1326

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

Blue Trust Inc's FTEC Position: Q2 2026 in Review

Blue Trust Inc reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3.7% in Q2 2026, selling an estimated $15.7K and leaving 1,562 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Blue Trust Inc first reported a position in FTEC in Q2 2022 and has held it in 13 quarters since. The position peaked at $937K in Q4 2025. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Blue Trust Inc held 1,562 shares of Fidelity MSCI Information Technology Index ETF worth $446K as of Q2 2026.
Blue Trust Inc sold 60 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $15.7K.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #525 holding.
Blue Trust Inc first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2022 and has held it in 13 quarters since.
Blue Trust Inc's Fidelity MSCI Information Technology Index ETF position peaked at $937K in Q4 2025.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.