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Founders Financial Alliance’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Founders Financial Alliance’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 		$710K Sell
2,486
-43
-2% -$11.2K 0.09% 199
2026
Q1 		$526K Buy
2,529
+42
+2% +$9.23K 0.09% 201
2025
Q4 		$559K Buy
2,487
+49
+2% +$11.1K 0.11% 183
2025
Q3 		$542K Buy
2,438
+426
+21% +$88.6K 0.1% 184
2025
Q2 		$397K Buy
2,012
+1
+0% +$173 0.09% 215
2025
Q1 		$324K Sell
2,011
-123
-6% -$22K 0.08% 244
2024
Q4 		$395K Sell
2,134
-133
-6% -$24.3K 0.11% 182
2024
Q3 		$396K Buy
2,267
+78
+4% +$13.2K 0.11% 184
2024
Q2 		$376K Buy
+2,189
New +$346K 0.11% 180

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

Founders Financial Alliance's FTEC Position: Q2 2026 in Review

Founders Financial Alliance reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.7% in Q2 2026, selling an estimated $11.2K and leaving 2,486 shares worth $710K. The position accounts for 0.09% of the portfolio, ranked #199.

Founders Financial Alliance first reported a position in FTEC in Q2 2024 and has held it in 9 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Founders Financial Alliance held 2,486 shares of Fidelity MSCI Information Technology Index ETF worth $710K as of Q2 2026.
  • Founders Financial Alliance sold 43 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $11.2K.
  • Fidelity MSCI Information Technology Index ETF made up 0.09% of Founders Financial Alliance's portfolio in Q2 2026, its #199 holding.
  • Founders Financial Alliance first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and has held it in 9 quarters since.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.