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

Cerity 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	$3.54M	Buy	12,391 +8,629	+229%	+$2.26M	﹤0.01%	1276
2026 Q1	$783K	Buy	3,762 +142	+4%	+$31.2K	﹤0.01%	1998
2025 Q4	$813K	Buy	3,620 +617	+21%	+$140K	﹤0.01%	1818
2025 Q3	$667K	Buy	3,003 +947	+46%	+$197K	﹤0.01%	1803
2025 Q2	$405K	Buy	+2,056	New	+$356K	﹤0.01%	1984
2025 Q1	–	Sell	-2,409	Closed	-$445K	–	2525
2024 Q4	$445K	Buy	2,409 +1,079	+81%	+$197K	﹤0.01%	1831
2024 Q3	$232K	Sell	1,330 -206	-13%	-$34.8K	﹤0.01%	2230
2024 Q2	$263K	Sell	1,536 -533	-26%	-$84.3K	﹤0.01%	1890
2024 Q1	$322K	Buy	2,069 +2	+0.1%	+$301	﹤0.01%	1829
2023 Q4	$297K	Buy	+2,067	New	+$274K	﹤0.01%	1519
2023 Q3	–	Sell	-2,317	Closed	-$303K	–	1512
2023 Q2	$303K	Buy	+2,317	New	+$275K	﹤0.01%	1389

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 22.9% 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

Cerity Partners's FTEC Position: Q2 2026 in Review

Cerity Partners increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 229% in Q2 2026, buying an estimated $2.26M and bringing the position to 12,391 shares worth $3.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Cerity Partners first reported a position in FTEC in Q2 2023 and has held it in 11 quarters since. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Cerity Partners held 12,391 shares of Fidelity MSCI Information Technology Index ETF worth $3.54M as of Q2 2026.
Cerity Partners bought 8,629 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $2.26M.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1276 holding.
Cerity Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and has held it in 11 quarters since.
660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.