Global Financial Private Client’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Global Financial Private Client’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	$1.66M	Buy	5,827 +108	+2%	+$28.2K	0.45%	61
2026 Q1	$1.19M	Buy	5,719 +297	+5%	+$65.2K	0.39%	77
2025 Q4	$1.22M	Sell	5,422 -93	-2%	-$21.1K	0.43%	70
2025 Q3	$1.23M	Buy	5,515 +154	+3%	+$32K	0.44%	69
2025 Q2	$1.06M	Sell	5,361 -19	-0.4%	-$3.29K	0.4%	77
2025 Q1	$868K	Buy	5,380 +125	+2%	+$22.4K	0.33%	83
2024 Q4	$972K	Buy	5,255 +1,344	+34%	+$246K	0.36%	78
2024 Q3	$682K	Sell	3,911 -6,369	-62%	-$1.08M	0.27%	101
2024 Q2	$1.76M	Buy	10,280 +117	+1%	+$18.5K	0.74%	27
2024 Q1	$1.58M	Buy	10,163 +1,102	+12%	+$166K	0.68%	31
2023 Q4	$1.3M	Buy	9,061 +1,901	+27%	+$252K	0.61%	38
2023 Q3	$888K	Buy	7,160 +1,963	+38%	+$253K	0.46%	59
2023 Q2	$678K	Buy	+5,197	New	+$617K	0.33%	74
2021 Q3	–	Sell	-125	Closed	-$14.7K	–	603
2021 Q2	$14.7K	Sell	125 -125	-50%	-$13.9K	0.01%	326
2021 Q1	$27K	Hold	250	–	–	0.02%	259
2020 Q4	$26.1K	Hold	250	–	–	0.02%	245
2020 Q3	$23.3K	Hold	250	–	–	0.02%	248
2020 Q2	$20.6K	Sell	250 -25	-9%	-$1.84K	0.02%	291
2020 Q1	$16.4K	Sell	275 -40	-13%	-$2.87K	0.02%	319
2019 Q4	$22.8K	Buy	+315	New	+$21.3K	0.02%	324

Other funds holding FTEC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Global Financial Private Client's FTEC Position: Q2 2026 in Review

Global Financial Private Client increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.9% in Q2 2026, buying an estimated $28.2K and bringing the position to 5,827 shares worth $1.66M. The position accounts for 0.45% of the portfolio, ranked #61.

Global Financial Private Client first reported a position in FTEC in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.76M in Q2 2024. 305 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Global Financial Private Client held 5,827 shares of Fidelity MSCI Information Technology Index ETF worth $1.66M as of Q2 2026.
Global Financial Private Client bought 108 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $28.2K.
Fidelity MSCI Information Technology Index ETF made up 0.45% of Global Financial Private Client's portfolio in Q2 2026, its #61 holding.
Global Financial Private Client first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and has held it in 20 quarters since.
Global Financial Private Client's Fidelity MSCI Information Technology Index ETF position peaked at $1.76M in Q2 2024.
305 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.