Moody Lynn & Lieberson’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Moody Lynn & Lieberson’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	$294K	Hold	1,028	–	–	0.02%	222
2026 Q1	$214K	Hold	1,028	–	–	0.01%	241
2025 Q4	$231K	Hold	1,028	–	–	0.01%	240
2025 Q3	$228K	Hold	1,028	–	–	0.01%	244
2025 Q2	$203K	Buy	+1,028	New	+$178K	0.01%	250
2025 Q1	–	Sell	-1,153	Closed	-$213K	–	247
2024 Q4	$213K	Hold	1,153	–	–	0.01%	234
2024 Q3	$201K	Buy	+1,153	New	+$195K	0.01%	252

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

Moody Lynn & Lieberson's FTEC Position: Q2 2026 in Review

Moody Lynn & Lieberson held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 1,028 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #222.

Moody Lynn & Lieberson first reported a position in FTEC in Q3 2024 and has held it in 7 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Moody Lynn & Lieberson held 1,028 shares of Fidelity MSCI Information Technology Index ETF worth $294K as of Q2 2026.
Moody Lynn & Lieberson left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #222 holding.
Moody Lynn & Lieberson first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 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 Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.