IFP Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

IFP Advisors’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	$2.39M	Sell	8,366 -762	-8%	-$199K	0.04%	433
2026 Q1	$1.9M	Buy	9,128 +1,583	+21%	+$348K	0.04%	468
2025 Q4	$1.7M	Sell	7,545 -1,394	-16%	-$316K	0.04%	461
2025 Q3	$1.99M	Sell	8,939 -444	-5%	-$92.3K	0.05%	383
2025 Q2	$1.85M	Buy	9,383 +141	+2%	+$24.4K	0.05%	371
2025 Q1	$1.49M	Sell	9,242 -680	-7%	-$122K	0.05%	438
2024 Q4	$1.83M	Sell	9,922 -18,983	-66%	-$3.47M	0.06%	350
2024 Q3	$5.04M	Sell	28,905 -8,079	-22%	-$1.37M	0.18%	120
2024 Q2	$6.34M	Sell	36,984 -4,804	-11%	-$760K	0.25%	82
2024 Q1	$6.51M	Buy	41,788 +37,359	+844%	+$5.63M	0.29%	75
2023 Q4	$636K	Sell	4,429 -3,115	-41%	-$413K	0.03%	512
2023 Q3	$927K	Sell	7,544 -1,461	-16%	-$188K	0.04%	410
2023 Q2	$1.18M	Buy	9,005 +32	+0.4%	+$3.8K	0.05%	386
2023 Q1	$508K	Buy	8,973 +3,214	+56%	+$336K	0.02%	607
2022 Q4	$330K	Sell	5,759 -170	-3%	-$16.4K	0.01%	1096
2022 Q3	$346K	Buy	5,929 +1,086	+22%	+$113K	0.01%	1112
2022 Q2	$284K	Hold	4,843	–	–	0.01%	1105
2022 Q1	$284K	Buy	4,843 +76	+2%	+$9.22K	0.01%	1105
2021 Q4	$647K	Sell	4,767 -16,374	-77%	-$2.13M	0.01%	509
2021 Q3	$2.52M	Buy	21,141 +16,942	+403%	+$2.07M	0.05%	215
2021 Q2	$495K	Sell	4,199 -12,591	-75%	-$1.4M	0.01%	550
2021 Q1	$1.78M	Sell	16,790 -17,717	-51%	-$1.88M	0.03%	244
2020 Q4	$3.61M	Buy	34,507 +2,143	+7%	+$208K	0.15%	115
2020 Q3	$2.97M	Buy	32,364 +1,642	+5%	+$146K	0.18%	116
2020 Q2	$2.48M	Buy	30,722 +1,592	+5%	+$117K	0.2%	109
2020 Q1	$1.87M	Sell	29,130 -37,984	-57%	-$2.73M	0.19%	125
2019 Q4	$4.88M	Buy	67,114 +62,934	+1,506%	+$4.26M	0.37%	55
2019 Q3	$263K	Buy	+4,180	New	+$266K	0.02%	674
2019 Q1	$136K	Sell	2,266 -37,745	-94%	-$2.07M	0.02%	585
2018 Q4	$1.95M	Sell	40,011 -1,938	-5%	-$104K	0.12%	196
2018 Q3	$2.53M	Buy	41,949 +16,661	+66%	+$976K	0.1%	217
2018 Q2	$1.4M	Buy	25,288 +20,727	+454%	+$1.13M	0.06%	324
2018 Q1	$228K	Hold	4,561	–	–	0.01%	928
2017 Q4	$228K	Buy	4,561 +1,982	+77%	+$97.6K	0.01%	930
2017 Q3	$119K	Buy	2,579 +921	+56%	+$41.4K	﹤0.01%	1451
2017 Q2	$71K	Buy	1,658 +410	+33%	+$17.5K	﹤0.01%	1735
2017 Q1	$51K	Sell	1,248 -1,498	-55%	-$59.4K	﹤0.01%	1908
2016 Q4	$101K	Buy	2,746 +685	+33%	+$25K	﹤0.01%	1444
2016 Q3	$75K	Sell	2,061 -293	-12%	-$10.3K	﹤0.01%	1549
2016 Q2	$76K	Buy	2,354 +88	+4%	+$2.87K	﹤0.01%	1498
2016 Q1	$136K	Sell	2,266 -2,147	-49%	-$66.4K	0.02%	585
2015 Q4	$145K	Buy	+4,413	New	+$146K	0.01%	993

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

IFP Advisors's FTEC Position: Q2 2026 in Review

IFP Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 8.3% in Q2 2026, selling an estimated $199K and leaving 8,366 shares worth $2.39M. The position accounts for 0.04% of the portfolio, ranked #433.

IFP Advisors first reported a position in FTEC in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.51M in Q1 2024. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

IFP Advisors held 8,366 shares of Fidelity MSCI Information Technology Index ETF worth $2.39M as of Q2 2026.
IFP Advisors sold 762 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $199K.
Fidelity MSCI Information Technology Index ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #433 holding.
IFP Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $6.51M in Q1 2024.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.