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

Independence Financial 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	$40.3M	Buy	141,263 +66,435	+89%	+$17.4M	10.46%	2
2026 Q1	$15.6M	Sell	74,828 -5,491	-7%	-$1.21M	4.67%	6
2025 Q4	$18M	Buy	80,319 +2,284	+3%	+$517K	4.96%	6
2025 Q3	$17.3M	Buy	78,035 +18,759	+32%	+$3.9M	5.28%	6
2025 Q2	$11.7M	Sell	59,276 -1,852	-3%	-$320K	4.55%	7
2025 Q1	$9.86M	Buy	+61,128	New	+$11M	3.75%	9

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

Independence Financial Advisors's FTEC Position: Q2 2026 in Review

Independence Financial Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 89% in Q2 2026, buying an estimated $17.4M and bringing the position to 141,263 shares worth $40.3M. The position accounts for 10.46% of the portfolio, ranked #2.

Independence Financial Advisors first reported a position in FTEC in Q1 2025 and has held it in 6 quarters since. 648 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Independence Financial Advisors held 141,263 shares of Fidelity MSCI Information Technology Index ETF worth $40.3M as of Q2 2026.
Independence Financial Advisors bought 66,435 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $17.4M.
Fidelity MSCI Information Technology Index ETF made up 10.46% of Independence Financial Advisors's portfolio in Q2 2026, its #2 holding.
Independence Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2025 and has held it in 6 quarters since.
648 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.