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 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 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

Claro Advisors's FTEC Position: Q1 2026 in Review

Claro Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.5% in Q1 2026, buying an estimated $202K and bringing the position to 37,560 shares worth $7.81M. The position accounts for 0.94% of the portfolio, ranked #23.

Claro Advisors first reported a position in FTEC in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.23M in Q4 2025. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Claro Advisors held 37,560 shares of Fidelity MSCI Information Technology Index ETF worth $7.81M as of Q1 2026.
Claro Advisors bought 919 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $202K.
Fidelity MSCI Information Technology Index ETF made up 0.94% of Claro Advisors's portfolio in Q1 2026, its #23 holding.
Claro Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 17 quarters since.
Claro Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $8.23M in Q4 2025.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.