Larson Financial Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Larson Financial 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	$49.3K	Buy	173 +5	+3%	+$1.31K	﹤0.01%	1528
2026 Q1	$35K	Buy	168 +13	+8%	+$2.86K	﹤0.01%	1552
2025 Q4	$34.9K	Sell	155 -476	-75%	-$108K	﹤0.01%	1422
2025 Q3	$140K	Buy	631 +476	+307%	+$99K	﹤0.01%	786
2025 Q2	$30.5K	Hold	155	–	–	﹤0.01%	1282
2025 Q1	$24.9K	Sell	155 -30	-16%	-$5.38K	﹤0.01%	1282
2024 Q4	$34.1K	Buy	185 +31	+20%	+$5.67K	﹤0.01%	1028
2024 Q3	$26.8K	Buy	154 +1	+0.7%	+$169	﹤0.01%	1104
2024 Q2	$26.3K	Hold	153	–	–	﹤0.01%	979
2024 Q1	$23.9K	Sell	153 -35	-19%	-$5.27K	﹤0.01%	847
2023 Q4	$27K	Buy	188 +124	+194%	+$16.4K	﹤0.01%	781
2023 Q3	$7.87K	Hold	64	–	–	﹤0.01%	1066
2023 Q2	$8.36K	Sell	64 -27	-30%	-$3.21K	﹤0.01%	989
2023 Q1	$10.4K	Sell	91 -4,486	-98%	-$469K	﹤0.01%	916
2022 Q4	$433K	Buy	4,577 +4,527	+9,054%	+$437K	0.05%	206
2022 Q3	$5K	Hold	50	–	–	﹤0.01%	955
2022 Q2	$5K	Buy	50 +25	+100%	+$2.66K	﹤0.01%	875
2022 Q1	$3K	Buy	+25	New	+$3.03K	﹤0.01%	860

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

Larson Financial Group's FTEC Position: Q2 2026 in Review

Larson Financial Group increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3% in Q2 2026, buying an estimated $1.31K and bringing the position to 173 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Larson Financial Group first reported a position in FTEC in Q1 2022 and has held it in 18 quarters since. The position peaked at $433K in Q4 2022. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Larson Financial Group held 173 shares of Fidelity MSCI Information Technology Index ETF worth $49.3K as of Q2 2026.
Larson Financial Group bought 5 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $1.31K.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1528 holding.
Larson Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2022 and has held it in 18 quarters since.
Larson Financial Group's Fidelity MSCI Information Technology Index ETF position peaked at $433K in Q4 2022.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.