Investmark Advisory Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Investmark Advisory 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	$485K	Buy	1,697 +2	+0.1%	+$523	0.18%	86
2026 Q1	$353K	Buy	1,695 +1	+0.1%	+$220	0.15%	94
2025 Q4	$381K	Buy	1,694 +2	+0.1%	+$453	0.16%	89
2025 Q3	$376K	Buy	1,692 +1	+0.1%	+$208	0.16%	91
2025 Q2	$334K	Buy	1,691 +2	+0.1%	+$346	0.16%	96
2025 Q1	$272K	Buy	1,689 +2	+0.1%	+$359	0.13%	100
2024 Q4	$312K	Buy	1,687 +1	+0.1%	+$183	0.15%	93
2024 Q3	$294K	Buy	1,686 +2	+0.1%	+$338	0.14%	95
2024 Q2	$289K	Buy	1,684 +1	+0.1%	+$158	0.15%	92
2024 Q1	$262K	Buy	1,683 +3	+0.2%	+$452	0.14%	97
2023 Q4	$241K	Buy	1,680 +3	+0.2%	+$397	0.14%	97
2023 Q3	$206K	Buy	1,677 +3	+0.2%	+$386	0.14%	101
2023 Q2	$219K	Buy	+1,674	New	+$199K	0.15%	95
2022 Q4	–	Sell	-2,398	Closed	-$218K	–	110
2022 Q3	$218K	Buy	2,398 +3	+0.1%	+$312	0.2%	86
2022 Q2	$231K	Buy	2,395 +662	+38%	+$70.5K	0.23%	73
2022 Q1	$213K	Buy	1,733 +21	+1%	+$2.55K	0.22%	84
2021 Q4	$231K	Buy	+1,712	New	+$222K	0.22%	82

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

Investmark Advisory Group's FTEC Position: Q2 2026 in Review

Investmark Advisory Group increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.12% in Q2 2026, buying an estimated $523 and bringing the position to 1,697 shares worth $485K. The position accounts for 0.18% of the portfolio, ranked #86.

Investmark Advisory Group first reported a position in FTEC in Q4 2021 and has held it in 17 quarters since. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Investmark Advisory Group held 1,697 shares of Fidelity MSCI Information Technology Index ETF worth $485K as of Q2 2026.
Investmark Advisory Group bought 2 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $523.
Fidelity MSCI Information Technology Index ETF made up 0.18% of Investmark Advisory Group's portfolio in Q2 2026, its #86 holding.
Investmark Advisory Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 17 quarters since.
658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.