Forte Asset Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Forte Asset Management’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	$1.04M	Buy	4,996 +1	+0%	+$220	0.46%	52
2025 Q4	$1.12M	Sell	4,995 -427	-8%	-$96.7K	0.51%	47
2025 Q3	$1.2M	Buy	5,422 +1	+0%	+$208	0.58%	45
2025 Q2	$1.07M	Sell	5,421 -120	-2%	-$20.8K	0.54%	44
2025 Q1	$894K	Buy	5,541 +1	+0%	+$179	0.45%	44
2024 Q4	$1.02M	Sell	5,540 -505	-8%	-$92.3K	0.54%	42
2024 Q3	$1.05M	Sell	6,045 -150	-2%	-$25.4K	0.56%	43
2024 Q2	$1.06M	Sell	6,195 -865	-12%	-$137K	0.63%	38
2024 Q1	$1.1M	Hold	7,060	–	–	0.67%	37
2023 Q4	$1.01M	Sell	7,060 -319	-4%	-$42.2K	0.69%	36
2023 Q3	$907K	Hold	7,379	–	–	0.61%	35
2023 Q2	$964K	Sell	7,379 -33	-0.4%	-$3.92K	0.63%	37
2023 Q1	$845K	Buy	7,412 +296	+4%	+$31K	0.56%	40
2022 Q4	$673K	Sell	7,116 -31,150	-81%	-$3.01M	0.44%	47
2022 Q3	$3.48M	Sell	38,266 -1,520	-4%	-$158K	2.31%	14
2022 Q2	$3.84M	Buy	+39,786	New	+$4.24M	2.66%	12

Other funds holding FTEC

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Forte Asset Management's FTEC Position: Q1 2026 in Review

Forte Asset Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.02% in Q1 2026, buying an estimated $220 and bringing the position to 4,996 shares worth $1.04M. The position accounts for 0.46% of the portfolio, ranked #52.

Forte Asset Management first reported a position in FTEC in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.84M in Q2 2022. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Forte Asset Management held 4,996 shares of Fidelity MSCI Information Technology Index ETF worth $1.04M as of Q1 2026.
Forte Asset Management bought 1 Fidelity MSCI Information Technology Index ETF share in Q1 2026, an estimated $220.
Fidelity MSCI Information Technology Index ETF made up 0.46% of Forte Asset Management's portfolio in Q1 2026, its #52 holding.
Forte Asset Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2022 and has held it in 16 quarters since.
Forte Asset Management's Fidelity MSCI Information Technology Index ETF position peaked at $3.84M in Q2 2022.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.