Mather Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Mather Group’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	$689K	Buy	2,413 +406	+20%	+$106K	0.01%	463
2026 Q1	$418K	Hold	2,007	–	–	﹤0.01%	538
2025 Q4	$451K	Buy	2,007 +176	+10%	+$39.9K	﹤0.01%	431
2025 Q3	$407K	Hold	1,831	–	–	﹤0.01%	444
2025 Q2	$361K	Hold	1,831	–	–	﹤0.01%	453
2025 Q1	$295K	Hold	1,831	–	–	﹤0.01%	495
2024 Q4	$339K	Hold	1,831	–	–	﹤0.01%	444
2024 Q3	$320K	Sell	1,831 -438	-19%	-$74K	﹤0.01%	454
2024 Q2	$354K	Buy	2,269 +119	+6%	+$18.8K	﹤0.01%	491
2024 Q1	$309K	Hold	2,150	–	–	﹤0.01%	434
2023 Q4	$309K	Buy	2,150 +251	+13%	+$33.2K	﹤0.01%	446
2023 Q3	$233K	Buy	1,899 +29	+2%	+$3.73K	﹤0.01%	496
2023 Q2	$244K	Buy	+1,870	New	+$222K	﹤0.01%	502

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

Mather Group's FTEC Position: Q2 2026 in Review

Mather Group increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 20% in Q2 2026, buying an estimated $106K and bringing the position to 2,413 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #463.

Mather Group first reported a position in FTEC in Q2 2023 and has held it in 13 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Mather Group held 2,413 shares of Fidelity MSCI Information Technology Index ETF worth $689K as of Q2 2026.
Mather Group bought 406 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $106K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #463 holding.
Mather Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and has held it in 13 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.