First Foundation Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

First Foundation Advisors’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	$411K	Hold	1,440	–	–	0.01%	267
2026 Q1	$300K	Hold	1,440	–	–	0.01%	293
2025 Q4	$324K	Sell	1,440 -217	-13%	-$49.2K	0.01%	272
2025 Q3	$368K	Hold	1,657	–	–	0.01%	258
2025 Q2	$327K	Hold	1,657	–	–	0.01%	282
2025 Q1	$267K	Sell	1,657 -20	-1%	-$3.58K	0.01%	287
2024 Q4	$310K	Buy	1,677 +127	+8%	+$23.2K	0.01%	287
2024 Q3	$270K	Sell	1,550 -110	-7%	-$18.6K	0.01%	295
2024 Q2	$285K	Hold	1,660	–	–	0.01%	286
2024 Q1	$259K	Hold	1,660	–	–	0.01%	302
2023 Q4	$238K	Hold	1,660	–	–	0.01%	312
2023 Q3	$204K	Sell	1,660 -869	-34%	-$112K	0.01%	392
2023 Q2	$330K	Buy	+2,529	New	+$300K	0.01%	299
2022 Q2	–	Sell	-1,762	Closed	-$217K	–	416
2022 Q1	$217K	Sell	1,762 -206	-10%	-$25K	0.01%	385
2021 Q4	$267K	Buy	+1,968	New	+$255K	0.01%	361
2021 Q3	–	Sell	-2,347	Closed	-$276K	–	450
2021 Q2	$276K	Buy	2,347 +333	+17%	+$37.1K	0.01%	378
2021 Q1	$213K	Buy	+2,014	New	+$214K	0.01%	388

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

First Foundation Advisors's FTEC Position: Q2 2026 in Review

First Foundation Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 1,440 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #267.

First Foundation Advisors first reported a position in FTEC in Q1 2021 and has held it in 17 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

First Foundation Advisors held 1,440 shares of Fidelity MSCI Information Technology Index ETF worth $411K as of Q2 2026.
First Foundation Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #267 holding.
First Foundation Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and has held it in 17 quarters since.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.