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Kestra Investment Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Kestra Investment Management’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 		$92.3M Sell
323,063
-224,214
-41% -$58.6M 1.79% 15
2026
Q1 		$114M Buy
547,277
+268,401
+96% +$59M 1.96% 14
2025
Q4 		$62.7M Buy
278,876
+15,626
+6% +$3.54M 1.53% 16
2025
Q3 		$58.5M Buy
263,250
+21,347
+9% +$4.44M 1.57% 18
2025
Q2 		$47.7M Buy
241,903
+27,770
+13% +$4.8M 1.45% 20
2025
Q1 		$34.5M Buy
214,133
+21,914
+11% +$3.93M 1.08% 27
2024
Q4 		$35.5M Buy
192,219
+23,449
+14% +$4.29M 1.4% 21
2024
Q3 		$29.5M Buy
168,770
+33,071
+24% +$5.59M 1.26% 22
2024
Q2 		$23.3M Buy
+135,699
New +$21.5M 1.59% 19

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kestra Investment Management's FTEC Position: Q2 2026 in Review

Kestra Investment Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 41% in Q2 2026, selling an estimated $58.6M and leaving 323,063 shares worth $92.3M. The position accounts for 1.79% of the portfolio, ranked #15.

Kestra Investment Management first reported a position in FTEC in Q2 2024 and has held it in 9 quarters since. The position peaked at $114M in Q1 2026. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Kestra Investment Management held 323,063 shares of Fidelity MSCI Information Technology Index ETF worth $92.3M as of Q2 2026.
  • Kestra Investment Management sold 224,214 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $58.6M.
  • Fidelity MSCI Information Technology Index ETF made up 1.79% of Kestra Investment Management's portfolio in Q2 2026, its #15 holding.
  • Kestra Investment Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and has held it in 9 quarters since.
  • Kestra Investment Management's Fidelity MSCI Information Technology Index ETF position peaked at $114M in Q1 2026.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.