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

Cary Street Partners’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	$261K	Buy	+913	New	+$239K	0.01%	849
2025 Q2	–	Sell	-5,913	Closed	-$954K	–	912
2025 Q1	$954K	Sell	5,913 -15	-0.3%	-$2.69K	0.03%	402
2024 Q4	$1.1M	Buy	+5,928	New	+$1.08M	0.04%	360

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

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

Cary Street Partners opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 913 shares worth $261K. The stake represents 0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Cary Street Partners previously reported a position in FTEC as recently as Q1 2025.

Cary Street Partners first reported a position in FTEC in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2024. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Cary Street Partners held 913 shares of Fidelity MSCI Information Technology Index ETF worth $261K as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new Cary Street Partners position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #849 holding.
Cary Street Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 3 quarters since.
Cary Street Partners's Fidelity MSCI Information Technology Index ETF position peaked at $1.1M in Q4 2024.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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