FP
FTEC icon

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

Financial Perspectives’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 		$6.06M Buy
29,124
+4
+0% +$879 1.69% 17
2025
Q4 		$6.54M Buy
29,120
+595
+2% +$135K 1.76% 16
2025
Q3 		$6.34M Buy
28,525
+71
+0.2% +$14.8K 1.76% 16
2025
Q2 		$5.61M Buy
28,454
+312
+1% +$54K 1.7% 16
2025
Q1 		$4.54M Buy
28,142
+393
+1% +$70.4K 1.55% 16
2024
Q4 		$5.13M Buy
27,749
+97
+0.4% +$17.7K 1.72% 17
2024
Q3 		$4.83M Buy
27,652
+162
+0.6% +$27.4K 1.67% 16
2024
Q2 		$4.72M Sell
27,490
-378
-1% -$59.8K 1.74% 17
2024
Q1 		$4.34M Buy
27,868
+4
+0% +$602 1.65% 15
2023
Q4 		$4M Buy
27,864
+8
+0% +$1.06K 1.62% 15
2023
Q3 		$3.42M Buy
27,856
+4
+0% +$515 1.57% 15
2023
Q2 		$3.64M Buy
27,852
+5
+0% +$594 1.6% 14
2023
Q1 		$3.17M Buy
27,847
+5
+0% +$523 1.52% 14
2022
Q4 		$2.63M Buy
27,842
+24,722
+792% +$2.39M 1.35% 14
2022
Q3 		$284K Hold
3,120
– – 0.16% 89
2022
Q2 		$301K Hold
3,120
– – 0.17% 83
2022
Q1 		$384K Buy
3,120
+1,190
+62% +$144K 0.18% 80
2021
Q4 		$261K Buy
1,930
+4
+0.2% +$519 0.12% 103
2021
Q3 		$228K Buy
1,926
+3
+0.2% +$367 0.12% 108
2021
Q2 		$226K Sell
1,923
-201,260
-99% -$22.4M 0.11% 119
2021
Q1 		$1.92M Buy
203,183
+201,267
+10,505% +$21.4M 0.1% 147
2020
Q4 		$200K Buy
1,916
+4
+0.2% +$389 0.11% 115
2020
Q3 		$176K Buy
1,912
+551
+40% +$49K 0.12% 107
2020
Q2 		$112K Buy
+1,361
New +$100K 0.08% 132

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Perspectives's FTEC Position: Q1 2026 in Review

Financial Perspectives increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.01% in Q1 2026, buying an estimated $879 and bringing the position to 29,124 shares worth $6.06M. The position accounts for 1.69% of the portfolio, ranked #17.

Financial Perspectives first reported a position in FTEC in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.54M in Q4 2025. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Financial Perspectives held 29,124 shares of Fidelity MSCI Information Technology Index ETF worth $6.06M as of Q1 2026.
  • Financial Perspectives bought 4 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $879.
  • Fidelity MSCI Information Technology Index ETF made up 1.69% of Financial Perspectives's portfolio in Q1 2026, its #17 holding.
  • Financial Perspectives first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2020 and has held it in 24 quarters since.
  • Financial Perspectives's Fidelity MSCI Information Technology Index ETF position peaked at $6.54M in Q4 2025.
  • 603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.