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 Q2	$8.34M	Buy	29,202 +78	+0.3%	+$20.4K	2.03%	15
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	Buy	1,923 +4	+0.2%	+$446	0.11%	119
2021 Q1	$203K	Buy	1,919 +3	+0.2%	+$319	0.11%	119
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 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

Financial Perspectives's FTEC Position: Q2 2026 in Review

Financial Perspectives increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.27% in Q2 2026, buying an estimated $20.4K and bringing the position to 29,202 shares worth $8.34M. The position accounts for 2.03% of the portfolio, ranked #15.

Financial Perspectives first reported a position in FTEC in Q2 2020 and has held it in 25 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Financial Perspectives held 29,202 shares of Fidelity MSCI Information Technology Index ETF worth $8.34M as of Q2 2026.
Financial Perspectives bought 78 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $20.4K.
Fidelity MSCI Information Technology Index ETF made up 2.03% of Financial Perspectives's portfolio in Q2 2026, its #15 holding.
Financial Perspectives first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2020 and has held it in 25 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.