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Goldstone Financial Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Goldstone Financial Group’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 		$8.19M Sell
28,692
-15,596
-35% -$4.08M 0.75% 34
2026
Q1 		$9.21M Sell
44,288
-7,660
-15% -$1.68M 1% 26
2025
Q4 		$11.7M Buy
51,948
+1,504
+3% +$341K 1.3% 23
2025
Q3 		$11.2M Buy
50,444
+379
+0.8% +$78.8K 1.33% 22
2025
Q2 		$10M Buy
50,065
+2,524
+5% +$437K 1.33% 24
2025
Q1 		$7.67M Buy
47,541
+6,085
+15% +$1.09M 1.16% 27
2024
Q4 		$7.66M Buy
+41,456
New +$7.58M 1.2% 26

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

Goldstone Financial Group's FTEC Position: Q2 2026 in Review

Goldstone Financial Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 35% in Q2 2026, selling an estimated $4.08M and leaving 28,692 shares worth $8.19M. The position accounts for 0.75% of the portfolio, ranked #34.

Goldstone Financial Group first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.7M in Q4 2025. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Goldstone Financial Group held 28,692 shares of Fidelity MSCI Information Technology Index ETF worth $8.19M as of Q2 2026.
  • Goldstone Financial Group sold 15,596 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $4.08M.
  • Fidelity MSCI Information Technology Index ETF made up 0.75% of Goldstone Financial Group's portfolio in Q2 2026, its #34 holding.
  • Goldstone Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
  • Goldstone Financial Group's Fidelity MSCI Information Technology Index ETF position peaked at $11.7M in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.