Cary Street Partners Investment Advisory’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Cary Street Partners Investment Advisory’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	$571	Buy	+2	New	+$523	﹤0.01%	751
2023 Q4	–	Sell	-302	Closed	-$37.1K	–	1046
2023 Q3	$37.1K	Hold	302	–	–	﹤0.01%	943
2023 Q2	$39.5K	Hold	302	–	–	﹤0.01%	873
2023 Q1	$34.4K	Hold	302	–	–	﹤0.01%	833
2022 Q4	$28.5K	Buy	+302	New	+$29.2K	﹤0.01%	871
2020 Q4	–	Sell	-298	Closed	-$27K	–	536
2020 Q3	$27K	Buy	+298	New	+$26.5K	0.01%	598

Other funds holding FTEC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Cary Street Partners Investment Advisory's FTEC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 2 shares worth $571. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in FTEC as recently as Q3 2023.

Cary Street Partners Investment Advisory first reported a position in FTEC in Q3 2020 and has held it in 6 quarters since. The position peaked at $39.5K in Q2 2023. 356 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Cary Street Partners Investment Advisory held 2 shares of Fidelity MSCI Information Technology Index ETF worth $571 as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new Cary Street Partners Investment Advisory position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #751 holding.
Cary Street Partners Investment Advisory first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and has held it in 6 quarters since.
Cary Street Partners Investment Advisory's Fidelity MSCI Information Technology Index ETF position peaked at $39.5K in Q2 2023.
356 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.