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

Fischer Financial Services’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 		$18.3M Buy
88,133
+1,582
+2% +$348K 6.17% 4
2025
Q4 		$19.4M Buy
86,551
+614
+0.7% +$139K 5.15% 5
2025
Q3 		$19.1M Sell
85,937
-9,404
-10% -$1.96M 5.14% 6
2025
Q2 		$18.8M Buy
95,341
+181
+0.2% +$31.3K 5.53% 4
2025
Q1 		$15.3M Buy
95,160
+650
+0.7% +$117K 4.94% 4
2024
Q4 		$17.5M Buy
+94,510
New +$17.3M 5.5% 4

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 $424B AUM 22.94% 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 $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 $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fischer Financial Services's FTEC Position: Q1 2026 in Review

Fischer Financial Services increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.8% in Q1 2026, buying an estimated $348K and bringing the position to 88,133 shares worth $18.3M. The position accounts for 6.17% of the portfolio, ranked #4.

Fischer Financial Services first reported a position in FTEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.4M in Q4 2025. 606 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Fischer Financial Services held 88,133 shares of Fidelity MSCI Information Technology Index ETF worth $18.3M as of Q1 2026.
  • Fischer Financial Services bought 1,582 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $348K.
  • Fidelity MSCI Information Technology Index ETF made up 6.17% of Fischer Financial Services's portfolio in Q1 2026, its #4 holding.
  • Fischer Financial Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Fischer Financial Services's Fidelity MSCI Information Technology Index ETF position peaked at $19.4M in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.