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

Coordinated Financial Services’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 		$760K Buy
3,654
+207
+6% +$45.5K 0.44% 71
2025
Q4 		$774K Sell
3,447
-27
-0.8% -$6.12K 0.45% 70
2025
Q3 		$772K Sell
3,474
-521
-13% -$108K 0.49% 64
2025
Q2 		$788K Buy
3,995
+478
+14% +$82.7K 0.55% 57
2025
Q1 		$567K Buy
3,517
+585
+20% +$105K 0.43% 69
2024
Q4 		$542K Buy
+2,932
New +$536K 0.42% 69
2024
Q2 		$533K Sell
3,109
-307
-9% -$48.5K 0.46% 64
2024
Q1 		$532K Buy
+3,416
New +$514K 0.46% 62

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $5.16B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coordinated Financial Services's FTEC Position: Q1 2026 in Review

Coordinated Financial Services increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 6% in Q1 2026, buying an estimated $45.5K and bringing the position to 3,654 shares worth $760K. The position accounts for 0.44% of the portfolio, ranked #71.

Coordinated Financial Services first reported a position in FTEC in Q1 2024 and has held it in 8 quarters since. The position peaked at $788K in Q2 2025. 609 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Coordinated Financial Services held 3,654 shares of Fidelity MSCI Information Technology Index ETF worth $760K as of Q1 2026.
  • Coordinated Financial Services bought 207 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $45.5K.
  • Fidelity MSCI Information Technology Index ETF made up 0.44% of Coordinated Financial Services's portfolio in Q1 2026, its #71 holding.
  • Coordinated Financial Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's Fidelity MSCI Information Technology Index ETF position peaked at $788K in Q2 2025.
  • 609 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.