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Claro Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Claro Advisors’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 		$12M Buy
42,104
+4,544
+12% +$1.19M 1.26% 16
2026
Q1 		$7.81M Buy
37,560
+919
+3% +$202K 0.94% 23
2025
Q4 		$8.23M Buy
36,641
+3,566
+11% +$808K 1.12% 20
2025
Q3 		$7.35M Buy
33,075
+2,269
+7% +$472K 1.07% 21
2025
Q2 		$6.08M Buy
30,806
+4,343
+16% +$751K 1% 19
2025
Q1 		$4.27M Buy
26,463
+2,051
+8% +$368K 0.57% 31
2024
Q4 		$4.51M Buy
24,412
+1,316
+6% +$241K 0.61% 30
2024
Q3 		$4.03M Buy
23,096
+3,163
+16% +$535K 0.52% 36
2024
Q2 		$3.42M Buy
19,933
+10,710
+116% +$1.69M 0.53% 35
2024
Q1 		$1.44M Buy
+9,223
New +$1.39M 0.25% 86
2023
Q4 		– Sell
-3,103
Closed -$381K – 403
2023
Q3 		$381K Buy
3,103
+2
+0.1% +$257 0.1% 234
2023
Q2 		$405K Buy
3,101
+2
+0.1% +$237 0.1% 224
2023
Q1 		$353K Sell
3,099
-22
-0.7% -$2.3K 0.1% 227
2022
Q4 		$295K Buy
3,121
+5
+0.2% +$483 0.1% 227
2022
Q3 		$301K Hold
3,116
– – 0.12% 192
2022
Q2 		$301K Sell
3,116
-481
-13% -$51.3K 0.12% 192
2022
Q1 		$487K Hold
3,597
– – 0.18% 143
2021
Q4 		$487K Buy
+3,597
New +$467K 0.18% 143

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 22.96% 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

Claro Advisors's FTEC Position: Q2 2026 in Review

Claro Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 12% in Q2 2026, buying an estimated $1.19M and bringing the position to 42,104 shares worth $12M. The position accounts for 1.26% of the portfolio, ranked #16.

Claro Advisors first reported a position in FTEC in Q4 2021 and has held it in 18 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Claro Advisors held 42,104 shares of Fidelity MSCI Information Technology Index ETF worth $12M as of Q2 2026.
  • Claro Advisors bought 4,544 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $1.19M.
  • Fidelity MSCI Information Technology Index ETF made up 1.26% of Claro Advisors's portfolio in Q2 2026, its #16 holding.
  • Claro Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 18 quarters since.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.