Kovitz Investment Group Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Kovitz Investment Group 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	$42.4M	Buy	148,363 +98,968	+200%	+$25.9M	0.94%	22
2026 Q1	$10.3M	Sell	49,395 -70,939	-59%	-$15.6M	0.24%	100
2025 Q4	$27M	Sell	120,334 -21,890	-15%	-$4.96M	0.6%	37
2025 Q3	$31.6M	Buy	142,224 +28,652	+25%	+$5.96M	0.12%	155
2025 Q2	$22.4M	Buy	113,572 +52,180	+85%	+$9.03M	0.1%	183
2025 Q1	$9.9M	Sell	61,392 -118,066	-66%	-$21.2M	0.05%	269
2024 Q4	$33.2M	Buy	179,458 +32,417	+22%	+$5.92M	0.16%	121
2024 Q3	$25.6M	Sell	147,041 -22,371	-13%	-$3.78M	0.18%	108
2024 Q2	$29.1M	Buy	+169,412	New	+$26.8M	0.25%	70

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

Kovitz Investment Group Partners's FTEC Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 200% in Q2 2026, buying an estimated $25.9M and bringing the position to 148,363 shares worth $42.4M. The position accounts for 0.94% of the portfolio, ranked #22.

Kovitz Investment Group Partners first reported a position in FTEC in Q2 2024 and has held it in 9 quarters since. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Kovitz Investment Group Partners held 148,363 shares of Fidelity MSCI Information Technology Index ETF worth $42.4M as of Q2 2026.
Kovitz Investment Group Partners bought 98,968 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $25.9M.
Fidelity MSCI Information Technology Index ETF made up 0.94% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #22 holding.
Kovitz Investment Group Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and has held it in 9 quarters since.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.