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Lebenthal Global Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Lebenthal Global Advisors’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 		$708K Sell
2,480
-60
-2% -$15.7K 0.1% 143
2026
Q1 		$528K Sell
2,540
-35
-1% -$7.69K 0.08% 154
2025
Q4 		$579K Hold
2,575
– – 0.09% 142
2025
Q3 		$572K Hold
2,575
– – 0.1% 138
2025
Q2 		$508K Hold
2,575
– – 0.09% 134
2025
Q1 		$415K Buy
2,575
+275
+12% +$49.3K 0.08% 149
2024
Q4 		$425K Hold
2,300
– – 0.08% 143
2024
Q3 		$401K Buy
2,300
+760
+49% +$128K 0.08% 138
2024
Q2 		$264K Hold
1,540
– – 0.06% 163
2024
Q1 		$240K Hold
1,540
– – 0.05% 175
2023
Q4 		$221K Sell
1,540
-275
-15% -$36.4K 0.05% 179
2023
Q3 		$223K Sell
1,815
-101
-5% -$13K 0.07% 116
2023
Q2 		$250K Sell
1,916
-75
-4% -$8.9K 0.07% 107
2023
Q1 		$227K Sell
1,991
-230
-10% -$24.1K 0.07% 105
2022
Q4 		$210K Buy
+2,221
New +$214K 0.07% 124
2022
Q3 		– Sell
-2,145
Closed -$206K – 122
2022
Q2 		$206K Hold
2,145
– – 0.1% 125
2022
Q1 		$264K Hold
2,145
– – 0.11% 122
2021
Q4 		$290K Sell
2,145
-325
-13% -$42.2K 0.12% 129
2021
Q3 		$293K Buy
2,470
+80
+3% +$9.8K 0.18% 99
2021
Q2 		$281K Hold
2,390
– – 0.15% 126
2021
Q1 		$253K Buy
2,390
+15
+0.6% +$1.59K 0.16% 112
2020
Q4 		$248K Buy
+2,375
New +$231K 0.18% 80

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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Lebenthal Global Advisors's FTEC Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.4% in Q2 2026, selling an estimated $15.7K and leaving 2,480 shares worth $708K. The position accounts for 0.1% of the portfolio, ranked #143.

Lebenthal Global Advisors first reported a position in FTEC in Q4 2020 and has held it in 22 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Lebenthal Global Advisors held 2,480 shares of Fidelity MSCI Information Technology Index ETF worth $708K as of Q2 2026.
  • Lebenthal Global Advisors sold 60 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $15.7K.
  • Fidelity MSCI Information Technology Index ETF made up 0.1% of Lebenthal Global Advisors's portfolio in Q2 2026, its #143 holding.
  • Lebenthal Global Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 22 quarters since.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.