Cresset Asset Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Cresset Asset 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	$1.29M	Buy	4,514 +1,863	+70%	+$487K	﹤0.01%	809
2026 Q1	$552K	Sell	2,651 -67	-2%	-$14.7K	﹤0.01%	1014
2025 Q4	$611K	Buy	2,718 +47	+2%	+$10.6K	﹤0.01%	983
2025 Q3	$593K	Buy	2,671 +2	+0.1%	+$416	﹤0.01%	947
2025 Q2	$526K	Sell	2,669 -559	-17%	-$96.7K	﹤0.01%	907
2025 Q1	$521K	Buy	3,228 +367	+13%	+$65.8K	﹤0.01%	1051
2024 Q4	$529K	Sell	2,861 -4	-0.1%	-$731	﹤0.01%	1060
2024 Q3	$500K	Sell	2,865 -161	-5%	-$27.2K	﹤0.01%	1517
2024 Q2	$519K	Sell	3,026 -637	-17%	-$101K	﹤0.01%	1426
2024 Q1	$571K	Buy	3,663 +887	+32%	+$134K	﹤0.01%	1278
2023 Q4	$399K	Sell	2,776 -124	-4%	-$16.4K	﹤0.01%	1342
2023 Q3	$356K	Buy	2,900 +5	+0.2%	+$643	﹤0.01%	1358
2023 Q2	$378K	Buy	+2,895	New	+$344K	﹤0.01%	1413
2019 Q2	–	Sell	-9	Closed	-$1K	–	904
2019 Q1	$1K	Buy	+9	New	+$494	﹤0.01%	1791

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 22.9% 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

Cresset Asset Management's FTEC Position: Q2 2026 in Review

Cresset Asset Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 70% in Q2 2026, buying an estimated $487K and bringing the position to 4,514 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Cresset Asset Management first reported a position in FTEC in Q1 2019 and has held it in 14 quarters since. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Cresset Asset Management held 4,514 shares of Fidelity MSCI Information Technology Index ETF worth $1.29M as of Q2 2026.
Cresset Asset Management bought 1,863 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $487K.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #809 holding.
Cresset Asset Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2019 and has held it in 14 quarters since.
660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.