Cornerstone Financial Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Cornerstone Financial Management’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	$184K	Hold	643	–	–	0.15%	87
2026 Q1	$134K	Hold	643	–	–	0.12%	94
2025 Q4	$144K	Buy	+643	New	+$146K	0.14%	87

Other funds holding FTEC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cornerstone Financial Management's FTEC Position: Q2 2026 in Review

Cornerstone Financial Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 643 shares worth $184K. The position accounts for 0.15% of the portfolio, ranked #87.

Cornerstone Financial Management first reported a position in FTEC in Q4 2025 and has held it in 3 quarters since. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Cornerstone Financial Management held 643 shares of Fidelity MSCI Information Technology Index ETF worth $184K as of Q2 2026.
Cornerstone Financial Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.15% of Cornerstone Financial Management's portfolio in Q2 2026, its #87 holding.
Cornerstone Financial Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 3 quarters since.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.