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

Florida Financial 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 		$1.71M Sell
5,986
-731
-11% -$191K 0.29% 98
2026
Q1 		$1.4M Buy
6,717
+414
+7% +$90.9K 0.33% 84
2025
Q4 		$1.42M Buy
6,303
+56
+0.9% +$12.7K 0.39% 73
2025
Q3 		$1.39M Sell
6,247
-652
-9% -$136K 0.43% 61
2025
Q2 		$1.36M Sell
6,899
-272
-4% -$47.1K 0.45% 48
2025
Q1 		$1.16M Sell
7,171
-1,827
-20% -$328K 0.46% 47
2024
Q4 		$1.66M Sell
8,998
-256
-3% -$46.8K 0.74% 25
2024
Q3 		$1.61M Buy
9,254
+71
+0.8% +$12K 0.83% 23
2024
Q2 		$1.58M Buy
9,183
+102
+1% +$16.1K 0.94% 21
2024
Q1 		$1.42M Buy
9,081
+492
+6% +$74.1K 1.04% 19
2023
Q4 		$1.23M Buy
+8,589
New +$1.14M 1.14% 16

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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

Florida Financial Advisors's FTEC Position: Q2 2026 in Review

Florida Financial Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 11% in Q2 2026, selling an estimated $191K and leaving 5,986 shares worth $1.71M. The position accounts for 0.29% of the portfolio, ranked #98.

Florida Financial Advisors first reported a position in FTEC in Q4 2023 and has held it in 11 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Florida Financial Advisors held 5,986 shares of Fidelity MSCI Information Technology Index ETF worth $1.71M as of Q2 2026.
  • Florida Financial Advisors sold 731 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $191K.
  • Fidelity MSCI Information Technology Index ETF made up 0.29% of Florida Financial Advisors's portfolio in Q2 2026, its #98 holding.
  • Florida Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.