Claris Financial’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Claris Financial’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 Q1	$1.48M	Buy	10,143 +4,111	+68%	+$903K	0.81%	26
2025 Q4	$1.36M	Hold	6,032	–	–	0.72%	30
2025 Q3	$1.34M	Hold	6,032	–	–	0.76%	25
2025 Q2	$1.19M	Hold	6,032	–	–	0.9%	24
2025 Q1	$1.12M	Hold	6,032	–	–	0.73%	33
2024 Q4	$1.12M	Buy	+6,032	New	+$1.1M	0.73%	33

Other funds holding FTEC

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claris Financial's FTEC Position: Q1 2026 in Review

Claris Financial increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 68% in Q1 2026, buying an estimated $903K and bringing the position to 10,143 shares worth $1.48M. The position accounts for 0.81% of the portfolio, ranked #26.

Claris Financial first reported a position in FTEC in Q4 2024 and has held it in 6 quarters since. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Claris Financial held 10,143 shares of Fidelity MSCI Information Technology Index ETF worth $1.48M as of Q1 2026.
Claris Financial bought 4,111 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $903K.
Fidelity MSCI Information Technology Index ETF made up 0.81% of Claris Financial's portfolio in Q1 2026, its #26 holding.
Claris Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 6 quarters since.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.