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

Eaton Financial Holdings’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	$19.2M	Buy	67,142 +2,691	+4%	+$703K	5.27%	2
2026 Q1	$13.4M	Sell	64,451 -29,195	-31%	-$6.41M	4.39%	4
2025 Q4	$21M	Buy	93,646 +4,774	+5%	+$1.08M	5.66%	2
2025 Q3	$19.7M	Buy	88,872 +12,721	+17%	+$2.65M	5.56%	2
2025 Q2	$15M	Buy	76,151 +4,667	+7%	+$808K	4.62%	4
2025 Q1	$11.5M	Buy	71,484 +564	+0.8%	+$101K	4.79%	9
2024 Q4	$13.1M	Buy	70,920 +161	+0.2%	+$29.4K	5.05%	4
2024 Q3	$12.3M	Buy	+70,759	New	+$12M	5.02%	5
2024 Q1	$9.64M	Buy	61,889 +1,618	+3%	+$244K	5.01%	4
2023 Q4	$8.66M	Buy	60,271 +2,141	+4%	+$284K	2.1%	7
2023 Q3	$7.15M	Buy	+58,130	New	+$7.48M	1.91%	10
2023 Q1	–	Sell	-4,770	Closed	-$451K	–	58
2022 Q4	$451K	Buy	+4,770	New	+$461K	0.39%	42

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

Eaton Financial Holdings's FTEC Position: Q2 2026 in Review

Eaton Financial Holdings increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.2% in Q2 2026, buying an estimated $703K and bringing the position to 67,142 shares worth $19.2M. The position accounts for 5.27% of the portfolio, ranked #2.

Eaton Financial Holdings first reported a position in FTEC in Q4 2022 and has held it in 12 quarters since. The position peaked at $21M in Q4 2025. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Eaton Financial Holdings held 67,142 shares of Fidelity MSCI Information Technology Index ETF worth $19.2M as of Q2 2026.
Eaton Financial Holdings bought 2,691 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $703K.
Fidelity MSCI Information Technology Index ETF made up 5.27% of Eaton Financial Holdings's portfolio in Q2 2026, its #2 holding.
Eaton Financial Holdings first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 12 quarters since.
Eaton Financial Holdings's Fidelity MSCI Information Technology Index ETF position peaked at $21M in Q4 2025.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.