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

Monte 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 		$472K Buy
1,747
+350
+25% +$91.5K 0.15% 81
2026
Q1 		$291K Buy
1,397
+153
+12% +$33.6K 0.1% 90
2025
Q4 		$279K Sell
1,244
-124
-9% -$28.1K 0.1% 86
2025
Q3 		$304K Sell
1,368
-51
-4% -$10.6K 0.11% 81
2025
Q2 		$280K Buy
1,419
+32
+2% +$5.54K 0.11% 83
2025
Q1 		$208K Buy
1,387
+247
+22% +$44.3K 0.09% 82
2024
Q4 		$211K Buy
+1,140
New +$208K 0.09% 82

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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

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

Monte Financial Group increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 25% in Q2 2026, buying an estimated $91.5K and bringing the position to 1,747 shares worth $472K. The position accounts for 0.15% of the portfolio, ranked #81.

Monte Financial Group first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Monte Financial Group held 1,747 shares of Fidelity MSCI Information Technology Index ETF worth $472K as of Q2 2026.
  • Monte Financial Group bought 350 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $91.5K.
  • Fidelity MSCI Information Technology Index ETF made up 0.15% of Monte Financial Group's portfolio in Q2 2026, its #81 holding.
  • Monte Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.