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

Merit Financial 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	$2.2M	Buy	7,690 +998	+15%	+$261K	0.01%	716
2026 Q1	$1.39M	Buy	6,692 +1,406	+27%	+$309K	0.01%	840
2025 Q4	$1.19M	Buy	5,286 +658	+14%	+$149K	0.01%	864
2025 Q3	$1.03M	Sell	4,628 -636	-12%	-$132K	0.01%	853
2025 Q2	$1.04M	Buy	5,264 +3,369	+178%	+$583K	0.01%	772
2025 Q1	$306K	Buy	1,895 +155	+9%	+$27.8K	﹤0.01%	1115
2024 Q4	$322K	Buy	+1,740	New	+$318K	0.01%	900

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

Merit Financial Group's FTEC Position: Q2 2026 in Review

Merit Financial Group increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 15% in Q2 2026, buying an estimated $261K and bringing the position to 7,690 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #716.

Merit Financial Group first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Merit Financial Group held 7,690 shares of Fidelity MSCI Information Technology Index ETF worth $2.2M as of Q2 2026.
Merit Financial Group bought 998 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $261K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #716 holding.
Merit Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.