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Chicago Partners Investment Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Chicago Partners Investment Group’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 		$5.47M Sell
20,033
-289
-1% -$75.5K 0.11% 157
2026
Q1 		$5M Sell
20,322
-455
-2% -$99.9K 0.11% 163
2025
Q4 		$4.68M Buy
20,777
+263
+1% +$59.6K 0.12% 165
2025
Q3 		$4.86M Buy
20,514
+1,073
+6% +$223K 0.13% 154
2025
Q2 		$3.96M Buy
19,441
+8
+0% +$1.38K 0.11% 170
2025
Q1 		$3.26M Buy
19,433
+74
+0.4% +$13.3K 0.11% 167
2024
Q4 		$3.61M Sell
19,359
-5
-0% -$914 0.12% 152
2024
Q3 		$3.44M Sell
19,364
-212
-1% -$35.8K 0.12% 144
2024
Q2 		$3.19M Sell
19,576
-394
-2% -$62.3K 0.12% 150
2024
Q1 		$2.93M Sell
19,970
-397
-2% -$59.8K 0.12% 146
2023
Q4 		$3.07M Buy
20,367
+1,123
+6% +$149K 0.14% 137
2023
Q3 		$2.34M Sell
19,244
-4,218
-18% -$543K 0.13% 155
2023
Q2 		$3.07M Buy
23,462
+5,257
+29% +$624K 0.16% 131
2023
Q1 		$2.03M Buy
18,205
+466
+3% +$48.7K 0.12% 169
2022
Q4 		$1.94M Buy
17,739
+3,062
+21% +$296K 0.12% 172
2022
Q3 		$1.37M Hold
14,677
– – 0.1% 189
2022
Q2 		$1.61M Buy
+14,677
New +$1.56M 0.12% 166

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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

Chicago Partners Investment Group's FTEC Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.4% in Q2 2026, selling an estimated $75.5K and leaving 20,033 shares worth $5.47M. The position accounts for 0.11% of the portfolio, ranked #157.

Chicago Partners Investment Group first reported a position in FTEC in Q2 2022 and has held it in 17 quarters since. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Chicago Partners Investment Group held 20,033 shares of Fidelity MSCI Information Technology Index ETF worth $5.47M as of Q2 2026.
  • Chicago Partners Investment Group sold 289 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $75.5K.
  • Fidelity MSCI Information Technology Index ETF made up 0.11% of Chicago Partners Investment Group's portfolio in Q2 2026, its #157 holding.
  • Chicago Partners Investment Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2022 and has held it in 17 quarters since.
  • 660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.