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

Lido 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 Q1	$453M	Buy	2,175,818 +75,631	+4%	+$16.6M	1.38%	9
2025 Q4	$467M	Buy	2,100,187 +4,587	+0.2%	+$1.04M	1.4%	9
2025 Q3	$466M	Buy	2,095,600 +3,082	+0.1%	+$641K	1.46%	10
2025 Q2	$413M	Buy	2,092,518 +64,807	+3%	+$11.2M	1.61%	9
2025 Q1	$327M	Buy	2,027,711 +76,670	+4%	+$13.7M	1.47%	10
2024 Q4	$361M	Buy	1,951,041 +37,440	+2%	+$6.84M	1.64%	9
2024 Q3	$334M	Buy	1,913,601 +58,768	+3%	+$9.93M	1.66%	10
2024 Q2	$318M	Buy	1,854,833 +58,125	+3%	+$9.19M	1.77%	10
2024 Q1	$280M	Buy	1,796,708 +87,057	+5%	+$13.1M	1.65%	9
2023 Q4	$246M	Buy	1,709,651 +57,048	+3%	+$7.55M	1.66%	8
2023 Q3	$203M	Buy	1,652,603 +141,104	+9%	+$18.2M	1.55%	8
2023 Q2	$197M	Sell	1,511,499 -17,762	-1%	-$2.11M	1.41%	8
2023 Q1	$174M	Buy	1,529,261 +53,716	+4%	+$5.62M	1.7%	8
2022 Q4	$139M	Buy	1,475,545 +43,043	+3%	+$4.16M	1.7%	7
2022 Q3	$130M	Sell	1,432,502 -50,570	-3%	-$5.26M	1.64%	8
2022 Q2	$143M	Buy	1,483,072 +141,805	+11%	+$15.1M	1.9%	8
2022 Q1	$165M	Buy	1,341,267 +1,392	+0.1%	+$169K	1.84%	9
2021 Q4	$181M	Buy	1,339,875 +168,629	+14%	+$21.9M	1.98%	7
2021 Q3	$139M	Buy	1,171,246 +26,156	+2%	+$3.2M	1.94%	8
2021 Q2	$135M	Buy	1,145,090 +247,547	+28%	+$27.6M	1.88%	7
2021 Q1	$95M	Buy	897,543 +54,808	+7%	+$5.83M	1.64%	7
2020 Q4	$88.1M	Buy	842,735 +24,044	+3%	+$2.34M	1.84%	7
2020 Q3	$75.4M	Buy	818,691 +57,027	+7%	+$5.08M	1.93%	7
2020 Q2	$62.6M	Buy	761,664 +39,555	+5%	+$2.92M	1.89%	7
2020 Q1	$45.3M	Buy	722,109 +49,196	+7%	+$3.53M	1.92%	8
2019 Q4	$48.8M	Sell	672,913 -8,958	-1%	-$607K	1.94%	9
2019 Q3	$43.5M	Buy	681,871 +97,962	+17%	+$6.23M	2.2%	7
2019 Q2	$36.4M	Sell	583,909 -566	-0.1%	-$34.5K	2.08%	7
2019 Q1	$34.6M	Buy	584,475 +79,043	+16%	+$4.34M	2.25%	7
2018 Q4	$24.9M	Buy	505,432 +46,663	+10%	+$2.5M	2.46%	6
2018 Q3	$27.6M	Buy	458,769 +119,798	+35%	+$7.02M	2.69%	6
2018 Q2	$18.7M	Buy	338,971 +121,831	+56%	+$6.64M	2.15%	7
2018 Q1	$11.3M	Buy	217,140 +56,539	+35%	+$3M	1.54%	15
2017 Q4	$8.03M	Buy	160,601 +22,873	+17%	+$1.13M	1.14%	17
2017 Q3	$6.83M	Buy	137,728 +41,003	+42%	+$1.84M	1.09%	17
2017 Q2	$4.13M	Buy	96,725 +19,719	+26%	+$843K	0.86%	16
2017 Q1	$3.3M	Buy	77,006 +52,016	+208%	+$2.06M	0.91%	19
2016 Q4	$922K	Buy	+24,990	New	+$914K	0.23%	43

Other funds holding FTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors's FTEC Position: Q1 2026 in Review

Lido Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3.6% in Q1 2026, buying an estimated $16.6M and bringing the position to 2,175,818 shares worth $453M. The position accounts for 1.38% of the portfolio, ranked #9.

Lido Advisors first reported a position in FTEC in Q4 2016 and has held it in 38 quarters since. The position peaked at $467M in Q4 2025. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Lido Advisors held 2,175,818 shares of Fidelity MSCI Information Technology Index ETF worth $453M as of Q1 2026.
Lido Advisors bought 75,631 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $16.6M.
Fidelity MSCI Information Technology Index ETF made up 1.38% of Lido Advisors's portfolio in Q1 2026, its #9 holding.
Lido Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2016 and has held it in 38 quarters since.
Lido Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $467M in Q4 2025.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.