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Independent Financial Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Independent Financial Group’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 		$1.73M Sell
6,050
-2
-0% -$523 0.03% 497
2026
Q1 		$1.26M Hold
6,052
– – 0.03% 540
2025
Q4 		$1.36M Buy
6,052
+33
+0.5% +$7.48K 0.03% 518
2025
Q3 		$1.34M Buy
6,019
+80
+1% +$16.6K 0.03% 517
2025
Q2 		$1.17M Sell
5,939
-824
-12% -$143K 0.03% 499
2025
Q1 		$1.09M Sell
6,763
-206
-3% -$36.9K 0.04% 461
2024
Q4 		$1.29M Buy
6,969
+989
+17% +$181K 0.04% 409
2024
Q3 		$1.04M Sell
5,980
-76
-1% -$12.8K 0.04% 435
2024
Q2 		$1.04M Sell
6,056
-10
-0.2% -$1.58K 0.04% 400
2024
Q1 		$945K Hold
6,066
– – 0.04% 392
2023
Q4 		$871K Sell
6,066
-25
-0.4% -$3.31K 0.05% 397
2023
Q3 		$749K Buy
6,091
+351
+6% +$45.1K 0.05% 394
2023
Q2 		$750K Buy
5,740
+50
+0.9% +$5.94K 0.05% 382
2023
Q1 		$648K Hold
5,690
– – 0.05% 391
2022
Q4 		$538K Sell
5,690
-34
-0.6% -$3.28K 0.05% 403
2022
Q3 		$520K Hold
5,724
– – 0.05% 388
2022
Q2 		$552K Hold
5,724
– – 0.06% 359
2022
Q1 		$705K Sell
5,724
-497
-8% -$60.3K 0.06% 343
2021
Q4 		$842K Buy
6,221
+218
+4% +$28.3K 0.07% 294
2021
Q3 		$712K Sell
6,003
-178
-3% -$21.8K 0.07% 288
2021
Q2 		$728K Buy
6,181
+457
+8% +$50.9K 0.08% 282
2021
Q1 		$606K Buy
5,724
+34
+0.6% +$3.61K 0.08% 285
2020
Q4 		$595K Hold
5,690
– – 0.09% 267
2020
Q3 		$524K Buy
5,690
+60
+1% +$5.34K 0.1% 228
2020
Q2 		$463K Hold
5,630
– – 0.1% 233
2020
Q1 		$353K Buy
+5,630
New +$404K 0.1% 228

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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 Financial Group's FTEC Position: Q2 2026 in Review

Independent Financial Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.03% in Q2 2026, selling an estimated $523 and leaving 6,050 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #497.

Independent Financial Group first reported a position in FTEC in Q1 2020 and has held it in 26 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Independent Financial Group held 6,050 shares of Fidelity MSCI Information Technology Index ETF worth $1.73M as of Q2 2026.
  • Independent Financial Group sold 2 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $523.
  • Fidelity MSCI Information Technology Index ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #497 holding.
  • Independent Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and has held it in 26 quarters since.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.