Leigh Baldwin & Co’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Leigh Baldwin & Co’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	$518K	Sell	1,814 -85	-4%	-$22.2K	0.28%	78
2026 Q1	$395K	Sell	1,899 -250	-12%	-$54.9K	0.26%	103
2025 Q4	$483K	Sell	2,149 -1,455	-40%	-$330K	0.32%	80
2025 Q3	$801K	Sell	3,604 -130	-3%	-$27K	0.45%	60
2025 Q2	$736K	Buy	3,734 +1,567	+72%	+$271K	0.48%	59
2025 Q1	$349K	Buy	2,167 +49	+2%	+$8.78K	0.28%	101
2024 Q4	$392K	Buy	+2,118	New	+$387K	0.33%	87

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

Leigh Baldwin & Co's FTEC Position: Q2 2026 in Review

Leigh Baldwin & Co reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.5% in Q2 2026, selling an estimated $22.2K and leaving 1,814 shares worth $518K. The position accounts for 0.28% of the portfolio, ranked #78.

Leigh Baldwin & Co first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $801K in Q3 2025. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Leigh Baldwin & Co held 1,814 shares of Fidelity MSCI Information Technology Index ETF worth $518K as of Q2 2026.
Leigh Baldwin & Co sold 85 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $22.2K.
Fidelity MSCI Information Technology Index ETF made up 0.28% of Leigh Baldwin & Co's portfolio in Q2 2026, its #78 holding.
Leigh Baldwin & Co first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
Leigh Baldwin & Co's Fidelity MSCI Information Technology Index ETF position peaked at $801K in Q3 2025.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.