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SUCCESSION FINANCIAL, INC.’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

SUCCESSION FINANCIAL, INC.’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 		$3.41M Buy
+11,956
New +$3.13M 3.25% 7

Other funds holding FTEC

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s FTEC Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 11,956 shares worth $3.41M. The stake represents 3.25% of the portfolio and ranks #7 among its holdings.

419 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • SUCCESSION FINANCIAL, INC. held 11,956 shares of Fidelity MSCI Information Technology Index ETF worth $3.41M as of Q2 2026.
  • Fidelity MSCI Information Technology Index ETF was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 3.25% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #7 holding.
  • 419 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.