Howe & Rusling’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Howe & Rusling’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	-779	Closed	-$162K	–	504
2026 Q1	$162K	Sell	779 -101	-11%	-$22.2K	0.01%	306
2025 Q4	$198K	Buy	+880	New	+$199K	0.01%	300
2025 Q3	–	Sell	-240	Closed	-$47.3K	–	472
2025 Q2	$47.3K	Buy	+240	New	+$41.5K	﹤0.01%	351
2021 Q2	–	Sell	-23	Closed	-$2K	–	977
2021 Q1	$2K	Buy	+23	New	+$2.44K	﹤0.01%	802
2020 Q3	–	Sell	-557	Closed	-$46K	–	831
2020 Q2	$46K	Hold	557	–	–	0.01%	258
2020 Q1	$35K	Hold	557	–	–	0.01%	288
2019 Q4	$40K	Hold	557	–	–	0.01%	312
2019 Q3	$36K	Hold	557	–	–	0.01%	328
2019 Q2	$35K	Sell	557 -856	-61%	-$52.2K	0.01%	324
2019 Q1	$84K	Sell	1,413 -100	-7%	-$5.49K	0.01%	243
2018 Q4	$75K	Buy	1,513 +956	+172%	+$51.3K	0.02%	225
2018 Q3	$34K	Hold	557	–	–	0.01%	317
2018 Q2	$31K	Buy	+557	New	+$30.4K	0.01%	304
2017 Q1	–	Sell	-1,304	Closed	-$48K	–	1015
2016 Q4	$48K	Buy	+1,304	New	+$47.7K	0.01%	269

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

Howe & Rusling's FTEC Position: Q2 2026 in Review

Howe & Rusling sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026, closing a stake of 779 shares — an estimated $162K sold.

Howe & Rusling first reported a position in FTEC in Q4 2016 and held it in 14 quarters. The position peaked at $198K in Q4 2025. 659 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Howe & Rusling reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2026 after selling out during the quarter.
Howe & Rusling sold 779 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $162K.
Howe & Rusling first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2016 and held it in 14 quarters.
Howe & Rusling's Fidelity MSCI Information Technology Index ETF position peaked at $198K in Q4 2025.
659 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.