Foundations Investment Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Foundations Investment 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	$3.26M	Buy	11,421 +580	+5%	+$152K	0.03%	318
2026 Q1	$2.26M	Buy	10,841 +1,544	+17%	+$339K	0.03%	352
2025 Q4	$2.09M	Buy	9,297 +1,274	+16%	+$289K	0.03%	335
2025 Q3	$1.78M	Sell	8,023 -4,096	-34%	-$852K	0.03%	333
2025 Q2	$2.39M	Buy	12,119 +5,132	+73%	+$888K	0.04%	289
2025 Q1	$1.13M	Buy	+6,987	New	+$1.25M	0.02%	382
2018 Q4	–	Sell	-30,801	Closed	-$1.85M	–	114
2018 Q3	$1.85M	Buy	+30,801	New	+$1.8M	0.45%	31

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

Foundations Investment Advisors's FTEC Position: Q2 2026 in Review

Foundations Investment Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 5.4% in Q2 2026, buying an estimated $152K and bringing the position to 11,421 shares worth $3.26M. The position accounts for 0.03% of the portfolio, ranked #318.

Foundations Investment Advisors first reported a position in FTEC in Q3 2018 and has held it in 7 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Foundations Investment Advisors held 11,421 shares of Fidelity MSCI Information Technology Index ETF worth $3.26M as of Q2 2026.
Foundations Investment Advisors bought 580 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $152K.
Fidelity MSCI Information Technology Index ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #318 holding.
Foundations Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2018 and has held it in 7 quarters since.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.