Independent Advisor Alliance’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Independent Advisor Alliance’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	$222K	Sell	777 -4,497	-85%	-$1.18M	0.01%	936
2026 Q1	$1.1M	Buy	+5,274	New	+$1.16M	0.01%	786
2025 Q1	–	Sell	-2,917	Closed	-$539K	–	1001
2024 Q4	$539K	Buy	+2,917	New	+$533K	0.01%	939
2022 Q2	–	Sell	-1,748	Closed	-$215K	–	654
2022 Q1	$215K	Sell	1,748 -106	-6%	-$12.9K	0.01%	598
2021 Q4	$251K	Sell	1,854 -101	-5%	-$13.1K	0.01%	572
2021 Q3	$232K	Sell	1,955 -162	-8%	-$19.8K	0.01%	556
2021 Q2	$249K	Buy	+2,117	New	+$236K	0.01%	545

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

Independent Advisor Alliance's FTEC Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 85% in Q2 2026, selling an estimated $1.18M and leaving 777 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #936.

Independent Advisor Alliance first reported a position in FTEC in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.1M in Q1 2026. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Independent Advisor Alliance held 777 shares of Fidelity MSCI Information Technology Index ETF worth $222K as of Q2 2026.
Independent Advisor Alliance sold 4,497 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $1.18M.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #936 holding.
Independent Advisor Alliance first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2021 and has held it in 7 quarters since.
Independent Advisor Alliance's Fidelity MSCI Information Technology Index ETF position peaked at $1.1M in Q1 2026.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.