Everett Harris & Co’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Everett Harris & Co’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	$585K	Hold	2,050	–	–	0.01%	194
2026 Q1	$427K	Hold	2,050	–	–	0.01%	240
2025 Q4	$461K	Hold	2,050	–	–	0.01%	233
2025 Q3	$455K	Hold	2,050	–	–	0.01%	229
2025 Q2	$404K	Hold	2,050	–	–	0.01%	238
2025 Q1	$331K	Hold	2,050	–	–	﹤0.01%	254
2024 Q4	$379K	Hold	2,050	–	–	﹤0.01%	221
2024 Q3	$358K	Hold	2,050	–	–	﹤0.01%	217
2024 Q2	$352K	Hold	2,050	–	–	﹤0.01%	213
2024 Q1	$319K	Hold	2,050	–	–	﹤0.01%	216
2023 Q4	$294K	Hold	2,050	–	–	﹤0.01%	218
2023 Q3	$252K	Hold	2,050	–	–	﹤0.01%	221
2023 Q2	$268K	Hold	2,050	–	–	﹤0.01%	219
2023 Q1	$234K	Buy	+2,050	New	+$214K	﹤0.01%	235
2022 Q4	–	Sell	-4,050	Closed	-$368K	–	259
2022 Q3	$368K	Sell	4,050 -230	-5%	-$23.9K	0.01%	191
2022 Q2	$413K	Buy	+4,280	New	+$456K	0.01%	196

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

Everett Harris & Co's FTEC Position: Q2 2026 in Review

Everett Harris & Co held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 2,050 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #194.

Everett Harris & Co first reported a position in FTEC in Q2 2022 and has held it in 16 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Everett Harris & Co held 2,050 shares of Fidelity MSCI Information Technology Index ETF worth $585K as of Q2 2026.
Everett Harris & Co left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #194 holding.
Everett Harris & Co first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2022 and has held it in 16 quarters since.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.