Diversified Trust’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Diversified Trust’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	$520K	Buy	1,820 +268	+17%	+$70.1K	0.01%	739
2026 Q1	$323K	Hold	1,552	–	–	0.01%	826
2025 Q4	$349K	Hold	1,552	–	–	0.01%	785
2025 Q3	$345K	Hold	1,552	–	–	0.01%	762
2025 Q2	$306K	Hold	1,552	–	–	0.01%	750
2025 Q1	$250K	Hold	1,552	–	–	0.01%	783
2024 Q4	$287K	Hold	1,552	–	–	0.01%	757
2024 Q3	$271K	Hold	1,552	–	–	0.01%	753
2024 Q2	$266K	Hold	1,552	–	–	0.01%	709
2024 Q1	$242K	Buy	+1,552	New	+$234K	0.01%	704

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

Diversified Trust's FTEC Position: Q2 2026 in Review

Diversified Trust increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 17% in Q2 2026, buying an estimated $70.1K and bringing the position to 1,820 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #739.

Diversified Trust first reported a position in FTEC in Q1 2024 and has held it in 10 quarters since. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Diversified Trust held 1,820 shares of Fidelity MSCI Information Technology Index ETF worth $520K as of Q2 2026.
Diversified Trust bought 268 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $70.1K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #739 holding.
Diversified Trust first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and has held it in 10 quarters since.
658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.