Marotta Asset Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Marotta Asset Management’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	$20.2M	Buy	72,185 +3,996	+6%	+$1.04M	3.36%	7
2026 Q1	$14.4M	Buy	68,189 +27,346	+67%	+$6.01M	2.65%	11
2025 Q4	$9.18M	Buy	40,843 +6,806	+20%	+$1.54M	1.7%	23
2025 Q3	$7.62M	Sell	34,037 -5,366	-14%	-$1.12M	1.44%	24
2025 Q2	$7.77M	Buy	39,403 +21,974	+126%	+$3.8M	1.56%	22
2025 Q1	$3.04M	Sell	17,429 -3,520	-17%	-$631K	0.6%	37
2024 Q4	$3.87M	Buy	20,949 +3,520	+20%	+$643K	0.81%	32
2024 Q3	$3.04M	Buy	17,429 +3,289	+23%	+$556K	0.6%	37
2024 Q2	$2.45M	Buy	14,140 +3,707	+36%	+$586K	0.51%	40
2024 Q1	$1.63M	Buy	10,433 +1,549	+17%	+$233K	0.34%	49
2023 Q4	$1.28M	Buy	8,884 +4,088	+85%	+$541K	0.27%	50
2023 Q3	$590K	Buy	4,796 +3,080	+179%	+$396K	0.14%	63
2023 Q2	$224K	Buy	+1,716	New	+$204K	0.05%	100

Other funds holding FTEC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Marotta Asset Management's FTEC Position: Q2 2026 in Review

Marotta Asset Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 5.9% in Q2 2026, buying an estimated $1.04M and bringing the position to 72,185 shares worth $20.2M. The position accounts for 3.36% of the portfolio, ranked #7.

Marotta Asset Management first reported a position in FTEC in Q2 2023 and has held it in 13 quarters since. 322 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Marotta Asset Management held 72,185 shares of Fidelity MSCI Information Technology Index ETF worth $20.2M as of Q2 2026.
Marotta Asset Management bought 3,996 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $1.04M.
Fidelity MSCI Information Technology Index ETF made up 3.36% of Marotta Asset Management's portfolio in Q2 2026, its #7 holding.
Marotta Asset Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and has held it in 13 quarters since.
322 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.