Garton & Associates Financial Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Garton & Associates Financial 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 Q1	–	Sell	-10	Closed	-$2.25K	–	328
2025 Q4	$2.25K	Buy	+10	New	+$2.27K	﹤0.01%	1089

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Garton & Associates Financial Advisors's FTEC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2026, closing a stake of 10 shares — an estimated $2.25K sold.

Garton & Associates Financial Advisors first reported a position in FTEC in Q4 2025 and held it in 1 quarter. The position peaked at $2.25K in Q4 2025. 608 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Garton & Associates Financial Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 10 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $2.25K.
Garton & Associates Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and held it in 1 quarter.
Garton & Associates Financial Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $2.25K in Q4 2025.
608 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.