GIL
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Go Invest LLC’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Go Invest LLC’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 		$8.62M Buy
30,194
+1,727
+6% +$451K 2.03% 7
2026
Q1 		$5.92M Buy
28,467
+1,964
+7% +$431K 1.7% 7
2025
Q4 		$5.95M Buy
+26,503
New +$6M 1.96% 7

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
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 $80B AUM 26.12% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Go Invest LLC's FTEC Position: Q2 2026 in Review

Go Invest LLC increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 6.1% in Q2 2026, buying an estimated $451K and bringing the position to 30,194 shares worth $8.62M. The position accounts for 2.03% of the portfolio, ranked #7.

Go Invest LLC first reported a position in FTEC in Q4 2025 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Go Invest LLC held 30,194 shares of Fidelity MSCI Information Technology Index ETF worth $8.62M as of Q2 2026.
  • Go Invest LLC bought 1,727 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $451K.
  • Fidelity MSCI Information Technology Index ETF made up 2.03% of Go Invest LLC's portfolio in Q2 2026, its #7 holding.
  • Go Invest LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.