Mark Sheptoff Financial Planning’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Mark Sheptoff Financial Planning’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	$7.42K	Hold	26	–	–	﹤0.01%	399
2026 Q1	$6.63K	Hold	26	–	–	﹤0.01%	395
2025 Q4	$5.84K	Hold	26	–	–	﹤0.01%	409
2025 Q3	$5.78K	Buy	+26	New	+$5.41K	﹤0.01%	399

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

Mark Sheptoff Financial Planning's FTEC Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 26 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Mark Sheptoff Financial Planning first reported a position in FTEC in Q3 2025 and has held it in 4 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Mark Sheptoff Financial Planning held 26 shares of Fidelity MSCI Information Technology Index ETF worth $7.42K as of Q2 2026.
Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #399 holding.
Mark Sheptoff Financial Planning first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2025 and has held it in 4 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.