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 Q2	$726K	Sell	2,541 -2,335	-48%	-$610K	0.14%	153
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 $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

Interchange Capital Partners's FTEC Position: Q2 2026 in Review

Interchange Capital Partners reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 48% in Q2 2026, selling an estimated $610K and leaving 2,541 shares worth $726K. The position accounts for 0.14% of the portfolio, ranked #153.

Interchange Capital Partners first reported a position in FTEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q3 2024. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Interchange Capital Partners held 2,541 shares of Fidelity MSCI Information Technology Index ETF worth $726K as of Q2 2026.
Interchange Capital Partners sold 2,335 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $610K.
Fidelity MSCI Information Technology Index ETF made up 0.14% of Interchange Capital Partners's portfolio in Q2 2026, its #153 holding.
Interchange Capital Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 8 quarters since.
Interchange Capital Partners's Fidelity MSCI Information Technology Index ETF position peaked at $1.21M in Q3 2024.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.