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Eldridge Investment Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Eldridge Investment Advisors’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
Q1 		– Sell
-2,204
Closed -$495K – 157
2025
Q4 		$495K Hold
2,204
– – 0.11% 109
2025
Q3 		$490K Hold
2,204
– – 0.11% 110
2025
Q2 		$435K Sell
2,204
-50
-2% -$8.65K 0.09% 116
2025
Q1 		$364K Hold
2,254
– – 0.08% 127
2024
Q4 		$417K Hold
2,254
– – 0.1% 116
2024
Q3 		$393K Hold
2,254
– – 0.09% 120
2024
Q2 		$387K Hold
2,254
– – 0.1% 112
2024
Q1 		$351K Hold
2,254
– – 0.09% 121
2023
Q4 		$324K Hold
2,254
– – 0.08% 119
2023
Q3 		$277K Hold
2,254
– – 0.09% 119
2023
Q2 		$294K Sell
2,254
-265
-11% -$31.5K 0.1% 115
2023
Q1 		$287K Buy
2,519
+195
+8% +$20.4K 0.1% 115
2022
Q4 		$220K Sell
2,324
-25
-1% -$2.41K 0.08% 127
2022
Q3 		$214K Hold
2,349
– – 0.08% 120
2022
Q2 		$227K Sell
2,349
-135
-5% -$14.4K 0.09% 119
2022
Q1 		$306K Hold
2,484
– – 0.1% 104
2021
Q4 		$336K Hold
2,484
– – 0.11% 100
2021
Q3 		$295K Hold
2,484
– – 0.11% 100
2021
Q2 		$293K Sell
2,484
-170
-6% -$18.9K 0.11% 96
2021
Q1 		$281K Sell
2,654
-517
-16% -$54.9K 0.11% 97
2020
Q4 		$331K Buy
3,171
+200
+7% +$19.4K 0.14% 79
2020
Q3 		$274K Hold
2,971
– – 0.13% 83
2020
Q2 		$244K Buy
+2,971
New +$219K 0.12% 88
2020
Q1 		– Sell
-2,931
Closed -$212K – 91
2019
Q4 		$212K Buy
+2,931
New +$199K 0.1% 92

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eldridge Investment Advisors's FTEC Position: Q1 2026 in Review

Eldridge Investment Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2026, closing a stake of 2,204 shares — an estimated $495K sold.

Eldridge Investment Advisors first reported a position in FTEC in Q4 2019 and held it in 24 quarters. The position peaked at $495K in Q4 2025. 605 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Eldridge Investment Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2026 after selling out during the quarter.
  • Eldridge Investment Advisors sold 2,204 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $495K.
  • Eldridge Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and held it in 24 quarters.
  • Eldridge Investment Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $495K in Q4 2025.
  • 605 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.