Interchange Capital Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Interchange Capital Partners’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 Q1	$786K	Buy	4,876 +144	+3%	+$31.6K	0.25%	95
2025 Q4	$1.06M	Sell	4,732 -130	-3%	-$29.5K	0.2%	109
2025 Q3	$1.08M	Sell	4,862 -57	-1%	-$11.9K	0.21%	93
2025 Q2	$970K	Sell	4,919 -255	-5%	-$44.1K	0.22%	91
2025 Q1	$834K	Buy	5,174 +7	+0.1%	+$1.25K	0.23%	87
2024 Q4	$955K	Sell	5,167 -1,770	-26%	-$324K	0.34%	78
2024 Q3	$1.21M	Buy	+6,937	New	+$1.17M	0.43%	62

Other funds holding FTEC

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Interchange Capital Partners's FTEC Position: Q1 2026 in Review

Interchange Capital Partners increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3% in Q1 2026, buying an estimated $31.6K and bringing the position to 4,876 shares worth $786K. The position accounts for 0.25% of the portfolio, ranked #95.

Interchange Capital Partners first reported a position in FTEC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q3 2024. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Interchange Capital Partners held 4,876 shares of Fidelity MSCI Information Technology Index ETF worth $786K as of Q1 2026.
Interchange Capital Partners bought 144 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $31.6K.
Fidelity MSCI Information Technology Index ETF made up 0.25% of Interchange Capital Partners's portfolio in Q1 2026, its #95 holding.
Interchange Capital Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 7 quarters since.
Interchange Capital Partners's Fidelity MSCI Information Technology Index ETF position peaked at $1.21M in Q3 2024.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.