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

Financial Gravity Asset 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 Q1	$416	Hold	2	–	–	﹤0.01%	808
2025 Q4	$449	Buy	+2	New	+$453	﹤0.01%	654
2021 Q3	$119K	Sell	18 -8	-31%	-$980	0.06%	306
2021 Q2	$118K	Buy	+26	New	+$2.9K	0.04%	307
2020 Q4	$0	Buy	+3	New	+$292	﹤0.01%	555
2019 Q4	$75K	Buy	922 +727	+373%	+$49.3K	0.05%	448
2019 Q3	$12K	Buy	195 +29	+17%	+$1.85K	0.01%	569
2019 Q2	$10K	Sell	166 -54	-25%	-$3.29K	0.01%	596
2019 Q1	$13K	Buy	+220	New	+$12.1K	0.01%	509
2018 Q3	$20K	Sell	383 -79	-17%	-$4.63K	0.02%	470
2018 Q2	$27K	Sell	462 -189	-29%	-$10.3K	0.03%	440
2018 Q1	$34K	Buy	+651	New	+$34.5K	0.03%	433

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's FTEC Position: Q1 2026 in Review

Financial Gravity Asset Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q1 2026 at 2 shares worth $416. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Financial Gravity Asset Management first reported a position in FTEC in Q1 2018 and has held it in 12 quarters since. The position peaked at $119K in Q3 2021. 608 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Financial Gravity Asset Management held 2 shares of Fidelity MSCI Information Technology Index ETF worth $416 as of Q1 2026.
Financial Gravity Asset Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #808 holding.
Financial Gravity Asset Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2018 and has held it in 12 quarters since.
Financial Gravity Asset Management's Fidelity MSCI Information Technology Index ETF position peaked at $119K in Q3 2021.
608 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.