Money Concepts Capital’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Money Concepts Capital’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 Q1	$1.32M	Buy	6,338 +581	+10%	+$128K	0.07%	247
2025 Q4	$1.29M	Buy	5,757 +1,472	+34%	+$333K	0.07%	235
2025 Q3	$952K	Buy	4,285 +738	+21%	+$153K	0.06%	256
2025 Q2	$700K	Sell	3,547 -728	-17%	-$126K	0.05%	274
2025 Q1	$689K	Buy	4,275 +120	+3%	+$21.5K	0.05%	265
2024 Q4	$768K	Hold	4,155	–	–	0.06%	240
2024 Q3	$725K	Buy	4,155 +200	+5%	+$33.8K	0.06%	251
2024 Q2	$678K	Buy	3,955 +90	+2%	+$14.2K	0.06%	253
2024 Q1	$602K	Buy	+3,865	New	+$582K	0.06%	268
2023 Q1	–	Sell	-389	Closed	-$36.8K	–	1386
2022 Q4	$36.8K	Buy	+389	New	+$37.6K	﹤0.01%	1366
2022 Q2	–	Sell	-205	Closed	-$25K	–	1873
2022 Q1	$25K	Sell	205 -2,345	-92%	-$285K	﹤0.01%	1516
2021 Q4	$345K	Buy	+2,550	New	+$331K	0.03%	373
2021 Q1	$281K	Hold	2,650	–	–	0.02%	425
2020 Q4	$277K	Buy	+2,650	New	+$258K	0.03%	367

Other funds holding FTEC

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Concepts Capital's FTEC Position: Q1 2026 in Review

Money Concepts Capital increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 10% in Q1 2026, buying an estimated $128K and bringing the position to 6,338 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #247.

Money Concepts Capital first reported a position in FTEC in Q4 2020 and has held it in 14 quarters since. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Money Concepts Capital held 6,338 shares of Fidelity MSCI Information Technology Index ETF worth $1.32M as of Q1 2026.
Money Concepts Capital bought 581 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $128K.
Fidelity MSCI Information Technology Index ETF made up 0.07% of Money Concepts Capital's portfolio in Q1 2026, its #247 holding.
Money Concepts Capital first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 14 quarters since.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.