Envestnet Portfolio Solutions’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Envestnet Portfolio Solutions’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	$886K	Sell	3,101 -246	-7%	-$64.3K	﹤0.01%	760
2026 Q1	$696K	Buy	3,347 +10	+0.3%	+$2.2K	﹤0.01%	765
2025 Q4	$750K	Sell	3,337 -1,446	-30%	-$328K	﹤0.01%	882
2025 Q3	$1.06M	Sell	4,783 -1,622	-25%	-$337K	﹤0.01%	714
2025 Q2	$1.26M	Buy	6,405 +4,656	+266%	+$806K	﹤0.01%	709
2025 Q1	$282K	Sell	1,749 -12,908	-88%	-$2.31M	﹤0.01%	1320
2024 Q4	$2.71M	Buy	14,657 +268	+2%	+$49K	0.01%	572
2024 Q3	$2.51M	Buy	14,389 +2,545	+21%	+$430K	0.01%	588
2024 Q2	$2.03M	Sell	11,844 -6,939	-37%	-$1.1M	0.01%	632
2024 Q1	$2.93M	Sell	18,783 -1,034	-5%	-$156K	0.01%	528
2023 Q4	$2.85M	Buy	19,817 +13,064	+193%	+$1.73M	0.01%	494
2023 Q3	$830K	Buy	+6,753	New	+$869K	﹤0.01%	794

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

Envestnet Portfolio Solutions's FTEC Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 7.3% in Q2 2026, selling an estimated $64.3K and leaving 3,101 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Envestnet Portfolio Solutions first reported a position in FTEC in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.93M in Q1 2024. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Envestnet Portfolio Solutions held 3,101 shares of Fidelity MSCI Information Technology Index ETF worth $886K as of Q2 2026.
Envestnet Portfolio Solutions sold 246 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $64.3K.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #760 holding.
Envestnet Portfolio Solutions first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Fidelity MSCI Information Technology Index ETF position peaked at $2.93M in Q1 2024.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.