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 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 $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

Investmark Advisory Group's FTEC Position: Q1 2026 in Review

Investmark Advisory Group increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.06% in Q1 2026, buying an estimated $220 and bringing the position to 1,695 shares worth $353K. The position accounts for 0.15% of the portfolio, ranked #94.

Investmark Advisory Group first reported a position in FTEC in Q4 2021 and has held it in 16 quarters since. The position peaked at $381K in Q4 2025. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Investmark Advisory Group held 1,695 shares of Fidelity MSCI Information Technology Index ETF worth $353K as of Q1 2026.
Investmark Advisory Group bought 1 Fidelity MSCI Information Technology Index ETF share in Q1 2026, an estimated $220.
Fidelity MSCI Information Technology Index ETF made up 0.15% of Investmark Advisory Group's portfolio in Q1 2026, its #94 holding.
Investmark Advisory Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 16 quarters since.
Investmark Advisory Group's Fidelity MSCI Information Technology Index ETF position peaked at $381K in Q4 2025.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.