Ipsen Advisor Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Ipsen Advisor 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	$366K	Sell	1,283 -13	-1%	-$3.4K	0.24%	89
2026 Q1	$270K	Sell	1,296 -141	-10%	-$31K	0.19%	95
2025 Q4	$323K	Sell	1,437 -507	-26%	-$115K	0.23%	92
2025 Q3	$432K	Sell	1,944 -126	-6%	-$26.2K	0.31%	78
2025 Q2	$408K	Sell	2,070 -40	-2%	-$6.92K	0.31%	80
2025 Q1	$340K	Sell	2,110 -122	-5%	-$21.9K	0.29%	80
2024 Q4	$413K	Buy	+2,232	New	+$408K	0.35%	72
2022 Q4	$271K	Buy	+2,864	New	+$277K	0.31%	83

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

Ipsen Advisor Group's FTEC Position: Q2 2026 in Review

Ipsen Advisor Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1% in Q2 2026, selling an estimated $3.4K and leaving 1,283 shares worth $366K. The position accounts for 0.24% of the portfolio, ranked #89.

Ipsen Advisor Group first reported a position in FTEC in Q4 2022 and has held it in 8 quarters since. The position peaked at $432K in Q3 2025. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Ipsen Advisor Group held 1,283 shares of Fidelity MSCI Information Technology Index ETF worth $366K as of Q2 2026.
Ipsen Advisor Group sold 13 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $3.4K.
Fidelity MSCI Information Technology Index ETF made up 0.24% of Ipsen Advisor Group's portfolio in Q2 2026, its #89 holding.
Ipsen Advisor Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's Fidelity MSCI Information Technology Index ETF position peaked at $432K in Q3 2025.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.