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

Eley Financial Management’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 		$4.21M Sell
14,748
-849
-5% -$222K 1.36% 28
2026
Q1 		$3.24M Buy
15,597
+229
+1% +$50.3K 1.17% 30
2025
Q4 		$3.45M Sell
15,368
-224
-1% -$50.7K 1.24% 29
2025
Q3 		$3.46M Sell
15,592
-191
-1% -$39.7K 1.25% 28
2025
Q2 		$3.11M Buy
15,783
+374
+2% +$64.7K 1.19% 29
2025
Q1 		$2.51M Sell
15,409
-773
-5% -$139K 1% 32
2024
Q4 		$2.99M Sell
16,182
-439
-3% -$80.2K 1.17% 30
2024
Q3 		$2.9M Buy
16,621
+82
+0.5% +$13.9K 1.17% 30
2024
Q2 		$2.84M Sell
16,539
-420
-2% -$66.4K 1.2% 30
2024
Q1 		$2.64M Sell
16,959
-252
-1% -$38K 1.14% 31
2023
Q4 		$2.47M Sell
17,211
-39
-0.2% -$5.17K 1.16% 28
2023
Q3 		$2.11M Sell
17,250
-1,056
-6% -$136K 1.08% 29
2023
Q2 		$2.39M Buy
18,306
+601
+3% +$71.4K 1.16% 29
2023
Q1 		$2.02M Sell
17,705
-132
-0.7% -$13.8K 1.04% 33
2022
Q4 		$1.69M Buy
+17,837
New +$1.72M 0.91% 37

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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

Eley Financial Management's FTEC Position: Q2 2026 in Review

Eley Financial Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 5.4% in Q2 2026, selling an estimated $222K and leaving 14,748 shares worth $4.21M. The position accounts for 1.36% of the portfolio, ranked #28.

Eley Financial Management first reported a position in FTEC in Q4 2022 and has held it in 15 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Eley Financial Management held 14,748 shares of Fidelity MSCI Information Technology Index ETF worth $4.21M as of Q2 2026.
  • Eley Financial Management sold 849 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $222K.
  • Fidelity MSCI Information Technology Index ETF made up 1.36% of Eley Financial Management's portfolio in Q2 2026, its #28 holding.
  • Eley Financial Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.