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

Cooper Financial 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 		$3.01M Sell
10,539
-37
-0.3% -$9.67K 0.25% 69
2026
Q1 		$2.2M Sell
10,576
-434
-4% -$95.3K 0.22% 87
2025
Q4 		$2.47M Sell
11,010
-781
-7% -$177K 0.26% 68
2025
Q3 		$2.62M Sell
11,791
-88
-0.7% -$18.3K 0.29% 57
2025
Q2 		$2.34M Buy
11,879
+196
+2% +$33.9K 0.28% 63
2025
Q1 		$1.88M Sell
11,683
-189
-2% -$33.9K 0.25% 87
2024
Q4 		$2.19M Sell
11,872
-99
-0.8% -$18.1K 0.26% 64
2024
Q3 		$2.09M Buy
11,971
+282
+2% +$47.7K 0.27% 67
2024
Q2 		$2M Buy
11,689
+251
+2% +$39.7K 0.29% 64
2024
Q1 		$1.78M Sell
11,438
-1,420
-11% -$214K 0.29% 64
2023
Q4 		$1.85M Sell
12,858
-1,701
-12% -$225K 0.34% 57
2023
Q3 		$1.79M Sell
14,559
-54
-0.4% -$6.95K 0.43% 47
2023
Q2 		$1.91M Sell
14,613
-314
-2% -$37.3K 0.47% 46
2023
Q1 		$1.7M Sell
14,927
-1,250
-8% -$131K 0.46% 49
2022
Q4 		$1.53M Sell
16,177
-1,561
-9% -$151K 0.47% 49
2022
Q3 		$1.61M Buy
17,738
+2,170
+14% +$226K 0.58% 40
2022
Q2 		$1.5M Buy
+15,568
New +$1.66M 0.55% 50
2021
Q4 		– Sell
-2,320
Closed -$275K – 250
2021
Q3 		$275K Sell
2,320
-38,299
-94% -$4.69M 0.06% 200
2021
Q2 		$4.79M Sell
40,619
-31,402
-44% -$3.5M 0.97% 20
2021
Q1 		$7.62M Buy
72,021
+2,643
+4% +$281K 1.72% 15
2020
Q4 		$7.25M Buy
69,378
+2,173
+3% +$211K 1.48% 16
2020
Q3 		$6.19M Buy
67,205
+812
+1% +$72.3K 1.79% 16
2020
Q2 		$5.46M Buy
66,393
+7,789
+13% +$574K 1.77% 16
2020
Q1 		$3.67M Buy
+58,604
New +$4.2M 1.53% 16

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

Cooper Financial Group's FTEC Position: Q2 2026 in Review

Cooper Financial Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.35% in Q2 2026, selling an estimated $9.67K and leaving 10,539 shares worth $3.01M. The position accounts for 0.25% of the portfolio, ranked #69.

Cooper Financial Group first reported a position in FTEC in Q1 2020 and has held it in 24 quarters since. The position peaked at $7.62M in Q1 2021. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Cooper Financial Group held 10,539 shares of Fidelity MSCI Information Technology Index ETF worth $3.01M as of Q2 2026.
  • Cooper Financial Group sold 37 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $9.67K.
  • Fidelity MSCI Information Technology Index ETF made up 0.25% of Cooper Financial Group's portfolio in Q2 2026, its #69 holding.
  • Cooper Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and has held it in 24 quarters since.
  • Cooper Financial Group's Fidelity MSCI Information Technology Index ETF position peaked at $7.62M in Q1 2021.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.