Harbor Investment Advisory’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Harbor Investment Advisory’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
2025 Q2	–	Sell	-231	Closed	-$37.3K	–	1193
2025 Q1	$37.3K	Sell	231 -140	-38%	-$25.1K	﹤0.01%	669
2024 Q4	$68.6K	Buy	+371	New	+$67.8K	0.01%	531
2022 Q4	–	Sell	-331	Closed	-$30K	–	1354
2022 Q3	$30K	Hold	331	–	–	﹤0.01%	815
2022 Q2	$32K	Buy	+331	New	+$35.3K	0.01%	804
2020 Q1	–	Sell	-15	Closed	-$1K	–	1073
2019 Q4	$1K	Buy	+15	New	+$1.02K	﹤0.01%	812

Other funds holding FTEC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

Harbor Investment Advisory's FTEC Position: Q2 2025 in Review

Harbor Investment Advisory sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2025, closing a stake of 231 shares — an estimated $37.3K sold.

Harbor Investment Advisory first reported a position in FTEC in Q4 2019 and held it in 5 quarters. The position peaked at $68.6K in Q4 2024. 546 funds tracked by Wall St. Rank hold FTEC as of Q2 2025.

Harbor Investment Advisory reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2025 after selling out during the quarter.
Harbor Investment Advisory sold 231 Fidelity MSCI Information Technology Index ETF shares in Q2 2025, an estimated $37.3K.
Harbor Investment Advisory first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and held it in 5 quarters.
Harbor Investment Advisory's Fidelity MSCI Information Technology Index ETF position peaked at $68.6K in Q4 2024.
546 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2025.

Based on Harbor Investment Advisory's 13F filing for Q2 2025, filed 1 Jul 2025.