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Focus Financial Network’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Focus Financial Network’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 		$2.37M Sell
8,293
-160
-2% -$41.8K 0.07% 215
2026
Q1 		$1.76M Sell
8,453
-432
-5% -$94.9K 0.06% 233
2025
Q4 		$2M Buy
8,885
+74
+0.8% +$16.8K 0.07% 213
2025
Q3 		$1.96M Buy
8,811
+305
+4% +$63.4K 0.07% 211
2025
Q2 		$1.68M Buy
8,506
+100
+1% +$17.3K 0.07% 215
2025
Q1 		$1.36M Buy
8,406
+247
+3% +$44.3K 0.06% 241
2024
Q4 		$1.51M Buy
8,159
+192
+2% +$35.1K 0.06% 218
2024
Q3 		$1.39M Sell
7,967
-4,178
-34% -$706K 0.06% 228
2024
Q2 		$2.1M Buy
12,145
+4,317
+55% +$683K 0.09% 165
2024
Q1 		$1.15M Buy
7,828
+151
+2% +$22.7K 0.06% 231
2023
Q4 		$1.1M Sell
7,677
-344
-4% -$45.6K 0.04% 297
2023
Q3 		$986K Buy
8,021
+273
+4% +$35.1K 0.06% 238
2023
Q2 		$1.01M Buy
7,748
+274
+4% +$32.5K 0.06% 235
2023
Q1 		$852K Sell
7,474
-372
-5% -$38.9K 0.05% 258
2022
Q4 		$742K Sell
7,846
-299
-4% -$28.9K 0.06% 227
2022
Q3 		$741K Sell
8,145
-40
-0.5% -$4.16K 0.06% 225
2022
Q2 		$790K Sell
8,185
-1,007
-11% -$107K 0.07% 233
2022
Q1 		$1.13M Buy
+9,192
New +$1.12M 0.08% 181
2021
Q1 		– Sell
-29,789
Closed -$3.11M – 437
2020
Q4 		$3.11M Buy
29,789
+8,896
+43% +$865K 0.28% 78
2020
Q3 		$1.92M Buy
20,893
+5,969
+40% +$531K 0.18% 118
2020
Q2 		$1.23M Buy
14,924
+10,355
+227% +$764K 0.14% 142
2020
Q1 		$286K Buy
+4,569
New +$328K 0.04% 283

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

Focus Financial Network's FTEC Position: Q2 2026 in Review

Focus Financial Network reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.9% in Q2 2026, selling an estimated $41.8K and leaving 8,293 shares worth $2.37M. The position accounts for 0.07% of the portfolio, ranked #215.

Focus Financial Network first reported a position in FTEC in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.11M in Q4 2020. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Focus Financial Network held 8,293 shares of Fidelity MSCI Information Technology Index ETF worth $2.37M as of Q2 2026.
  • Focus Financial Network sold 160 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $41.8K.
  • Fidelity MSCI Information Technology Index ETF made up 0.07% of Focus Financial Network's portfolio in Q2 2026, its #215 holding.
  • Focus Financial Network first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and has held it in 22 quarters since.
  • Focus Financial Network's Fidelity MSCI Information Technology Index ETF position peaked at $3.11M in Q4 2020.
  • 651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.