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

Ehrlich Financial Group’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	$779K	Sell	2,729 -68	-2%	-$17.8K	0.4%	56
2026 Q1	$582K	Sell	2,797 -3,147	-53%	-$691K	0.33%	71
2025 Q4	$1.34M	Sell	5,944 -147	-2%	-$33.3K	0.76%	36
2025 Q3	$1.35M	Sell	6,091 -44	-0.7%	-$9.15K	0.8%	35
2025 Q2	$1.21M	Sell	6,135 -292	-5%	-$50.5K	0.78%	39
2025 Q1	$1.04M	Sell	6,427 -60	-0.9%	-$10.8K	0.76%	42
2024 Q4	$1.2M	Buy	6,487 +17	+0.3%	+$3.11K	0.85%	30
2024 Q3	$1.13M	Buy	+6,470	New	+$1.09M	0.81%	31

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

Ehrlich Financial Group's FTEC Position: Q2 2026 in Review

Ehrlich Financial Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.4% in Q2 2026, selling an estimated $17.8K and leaving 2,729 shares worth $779K. The position accounts for 0.4% of the portfolio, ranked #56.

Ehrlich Financial Group first reported a position in FTEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q3 2025. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Ehrlich Financial Group held 2,729 shares of Fidelity MSCI Information Technology Index ETF worth $779K as of Q2 2026.
Ehrlich Financial Group sold 68 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $17.8K.
Fidelity MSCI Information Technology Index ETF made up 0.4% of Ehrlich Financial Group's portfolio in Q2 2026, its #56 holding.
Ehrlich Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 8 quarters since.
Ehrlich Financial Group's Fidelity MSCI Information Technology Index ETF position peaked at $1.35M in Q3 2025.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.