FF
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Formulate Financial’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Formulate Financial’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 		– Sell
-2,537
Closed -$570K – 28
2025
Q4 		$570K Buy
+2,537
New +$575K 0.67% 18

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 $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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $5.16B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Formulate Financial's FTEC Position: Q1 2026 in Review

Formulate Financial sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2026, closing a stake of 2,537 shares — an estimated $570K sold.

Formulate Financial first reported a position in FTEC in Q4 2025 and held it in 1 quarter. The position peaked at $570K in Q4 2025. 608 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Formulate Financial reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2026 after selling out during the quarter.
  • Formulate Financial sold 2,537 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $570K.
  • Formulate Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and held it in 1 quarter.
  • Formulate Financial's Fidelity MSCI Information Technology Index ETF position peaked at $570K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Formulate Financial's 13F filing for Q1 2026, filed 29 Apr 2026.