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

Financial Gravity Companies’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	$571	Buy	+2	New	+$523	﹤0.01%	848
2018 Q4	$4K	Buy	+83	New	+$4.46K	﹤0.01%	766
2018 Q1	$34K	Sell	651 -157	-19%	-$8.32K	0.03%	433
2017 Q4	$43K	Buy	+808	New	+$39.8K	0.05%	320

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 22.9% 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

Financial Gravity Companies's FTEC Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 2 shares worth $571. The stake represents ﹤0.01% of the portfolio and ranks #848 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FTEC as recently as Q4 2018.

Financial Gravity Companies first reported a position in FTEC in Q4 2017 and has held it in 4 quarters since. The position peaked at $43K in Q4 2017. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Financial Gravity Companies held 2 shares of Fidelity MSCI Information Technology Index ETF worth $571 as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new Financial Gravity Companies position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #848 holding.
Financial Gravity Companies first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2017 and has held it in 4 quarters since.
Financial Gravity Companies's Fidelity MSCI Information Technology Index ETF position peaked at $43K in Q4 2017.
660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.