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

Goodman Financial’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	–	Sell	-1,358	Closed	-$282K	–	78
2026 Q1	$282K	Hold	1,358	–	–	0.05%	69
2025 Q4	$305K	Hold	1,358	–	–	0.06%	61
2025 Q3	$302K	Hold	1,358	–	–	0.06%	56
2025 Q2	$268K	Hold	1,358	–	–	0.05%	61
2025 Q1	$219K	Buy	+1,358	New	+$243K	0.05%	60

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

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

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

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

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

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

Goodman Financial's FTEC Position: Q2 2026 in Review

Goodman Financial sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026, closing a stake of 1,358 shares — an estimated $282K sold.

Goodman Financial first reported a position in FTEC in Q1 2025 and held it in 5 quarters. The position peaked at $305K in Q4 2025. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Goodman Financial reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2026 after selling out during the quarter.
Goodman Financial sold 1,358 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $282K.
Goodman Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2025 and held it in 5 quarters.
Goodman Financial's Fidelity MSCI Information Technology Index ETF position peaked at $305K in Q4 2025.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Goodman Financial's 13F filing for Q2 2026, filed 29 Jul 2026.