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 Q2	$25.2M	Buy	88,406 +273	+0.3%	+$71.4K	6.34%	3
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 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

Fischer Financial Services's FTEC Position: Q2 2026 in Review

Fischer Financial Services increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.31% in Q2 2026, buying an estimated $71.4K and bringing the position to 88,406 shares worth $25.2M. The position accounts for 6.34% of the portfolio, ranked #3.

Fischer Financial Services first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. 659 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Fischer Financial Services held 88,406 shares of Fidelity MSCI Information Technology Index ETF worth $25.2M as of Q2 2026.
Fischer Financial Services bought 273 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $71.4K.
Fidelity MSCI Information Technology Index ETF made up 6.34% of Fischer Financial Services's portfolio in Q2 2026, its #3 holding.
Fischer Financial Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
659 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Fischer Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.