EFS
FTEC icon

Essex Financial Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Essex Financial Services’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 		$1.64M Buy
5,735
+499
+10% +$130K 0.08% 217
2026
Q1 		$1.09M Sell
5,236
-99
-2% -$21.7K 0.06% 266
2025
Q4 		$1.2M Buy
5,335
+452
+9% +$102K 0.07% 240
2025
Q3 		$1.08M Buy
4,883
+251
+5% +$52.2K 0.06% 246
2025
Q2 		$914K Buy
4,632
+78
+2% +$13.5K 0.06% 275
2025
Q1 		$734K Buy
4,554
+640
+16% +$115K 0.05% 304
2024
Q4 		$724K Sell
3,914
-152
-4% -$27.8K 0.05% 303
2024
Q3 		$733K Sell
4,066
-363
-8% -$61.3K 0.05% 304
2024
Q2 		$701K Buy
4,429
+104
+2% +$16.4K 0.05% 302
2024
Q1 		$674K Buy
4,325
+508
+13% +$76.5K 0.06% 270
2023
Q4 		$548K Buy
3,817
+265
+7% +$35.1K 0.06% 291
2023
Q3 		$437K Buy
3,552
+319
+10% +$41K 0.05% 306
2023
Q2 		$422K Buy
+3,233
New +$384K 0.05% 309
2022
Q4 		– Sell
-2,427
Closed -$221K – 485
2022
Q3 		$221K Sell
2,427
-275
-10% -$28.6K 0.03% 414
2022
Q2 		$261K Sell
2,702
-1,447
-35% -$154K 0.03% 391
2022
Q1 		$511K Buy
+4,149
New +$503K 0.05% 288

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Essex Financial Services's FTEC Position: Q2 2026 in Review

Essex Financial Services increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 9.5% in Q2 2026, buying an estimated $130K and bringing the position to 5,735 shares worth $1.64M. The position accounts for 0.08% of the portfolio, ranked #217.

Essex Financial Services first reported a position in FTEC in Q1 2022 and has held it in 16 quarters since. 493 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Essex Financial Services held 5,735 shares of Fidelity MSCI Information Technology Index ETF worth $1.64M as of Q2 2026.
  • Essex Financial Services bought 499 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $130K.
  • Fidelity MSCI Information Technology Index ETF made up 0.08% of Essex Financial Services's portfolio in Q2 2026, its #217 holding.
  • Essex Financial Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2022 and has held it in 16 quarters since.
  • 493 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.