LRI Investments’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

LRI Investments’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	$153K	Hold	537	–	–	0.01%	380
2026 Q1	$112K	Hold	537	–	–	0.01%	394
2025 Q4	$121K	Hold	537	–	–	0.01%	382
2025 Q3	$119K	Hold	537	–	–	0.01%	383
2025 Q2	$106K	Hold	537	–	–	0.01%	426
2025 Q1	$86.6K	Buy	+537	New	+$96.3K	0.01%	445

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

LRI Investments's FTEC Position: Q2 2026 in Review

LRI Investments held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 537 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #380.

LRI Investments first reported a position in FTEC in Q1 2025 and has held it in 6 quarters since. 659 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

LRI Investments held 537 shares of Fidelity MSCI Information Technology Index ETF worth $153K as of Q2 2026.
LRI Investments left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #380 holding.
LRI Investments first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2025 and has held it in 6 quarters since.
659 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.