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

Dunhill Financial’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	$70.1K	Hold	245	–	–	0.01%	280
2026 Q1	$51.1K	Hold	245	–	–	0.01%	311
2025 Q4	$55.2K	Sell	245 -2	-0.8%	-$453	0.01%	261
2025 Q3	$55K	Buy	247 +175	+243%	+$36.4K	0.01%	247
2025 Q2	$14.3K	Hold	72	–	–	﹤0.01%	384
2025 Q1	$11.7K	Hold	72	–	–	0.01%	383
2024 Q4	$13.4K	Hold	72	–	–	0.01%	326
2024 Q3	$12.6K	Hold	72	–	–	0.01%	334
2024 Q2	$12.4K	Sell	72 -1,367	-95%	-$216K	0.01%	262
2024 Q1	$224K	Buy	1,439 +1,339	+1,339%	+$202K	0.17%	47
2023 Q4	$14.4K	Buy	+100	New	+$13.2K	0.01%	173

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

Dunhill Financial's FTEC Position: Q2 2026 in Review

Dunhill Financial held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 245 shares worth $70.1K. The position accounts for 0.01% of the portfolio, ranked #280.

Dunhill Financial first reported a position in FTEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $224K in Q1 2024. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Dunhill Financial held 245 shares of Fidelity MSCI Information Technology Index ETF worth $70.1K as of Q2 2026.
Dunhill Financial left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Dunhill Financial's portfolio in Q2 2026, its #280 holding.
Dunhill Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 11 quarters since.
Dunhill Financial's Fidelity MSCI Information Technology Index ETF position peaked at $224K in Q1 2024.
658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.