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Financial Freedom LLC’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Financial Freedom LLC’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 		$1.25M Buy
4,388
+1
+0% +$261 0.58% 45
2026
Q1 		$913K Buy
4,387
+8
+0.2% +$1.76K 0.45% 48
2025
Q4 		$984K Buy
4,379
+16
+0.4% +$3.63K 0.49% 45
2025
Q3 		$969K Buy
4,363
+1
+0% +$208 0.48% 43
2025
Q2 		$860K Buy
4,362
+1
+0% +$173 0.46% 42
2025
Q1 		$703K Sell
4,361
-201
-4% -$36K 0.4% 46
2024
Q4 		$844K Buy
4,562
+204
+5% +$37.3K 0.44% 43
2024
Q3 		$761K Buy
4,358
+1
+0% +$169 0.4% 46
2024
Q2 		$747K Sell
4,357
-1,338
-23% -$212K 0.42% 45
2024
Q1 		$888K Buy
5,695
+4
+0.1% +$602 0.53% 38
2023
Q4 		$818K Buy
5,691
+7
+0.1% +$927 0.52% 40
2023
Q3 		$699K Buy
5,684
+4
+0.1% +$515 0.5% 38
2023
Q2 		$742K Buy
5,680
+4
+0.1% +$475 0.52% 36
2023
Q1 		$647K Buy
5,676
+6
+0.1% +$627 0.47% 36
2022
Q4 		$536K Buy
+5,670
New +$547K 0.36% 43

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

Financial Freedom LLC's FTEC Position: Q2 2026 in Review

Financial Freedom LLC increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.02% in Q2 2026, buying an estimated $261 and bringing the position to 4,388 shares worth $1.25M. The position accounts for 0.58% of the portfolio, ranked #45.

Financial Freedom LLC first reported a position in FTEC in Q4 2022 and has held it in 15 quarters since. 656 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Financial Freedom LLC held 4,388 shares of Fidelity MSCI Information Technology Index ETF worth $1.25M as of Q2 2026.
  • Financial Freedom LLC bought 1 Fidelity MSCI Information Technology Index ETF share in Q2 2026, an estimated $261.
  • Fidelity MSCI Information Technology Index ETF made up 0.58% of Financial Freedom LLC's portfolio in Q2 2026, its #45 holding.
  • Financial Freedom LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 656 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.