MIM
FTEC icon

Morningstar Investment Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Morningstar Investment Management’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 		$24.5M Hold
117,953
– – 1.51% 11
2026
Q1 		$24.5M Buy
117,953
+22,808
+24% +$5.01M 1.52% 11
2025
Q4 		$21.4M Sell
95,145
-15,212
-14% -$3.45M 1.26% 13
2025
Q3 		$24.5M Sell
110,357
-10,592
-9% -$2.2M 0.9% 15
2025
Q2 		$23.9M Buy
120,949
+25,024
+26% +$4.33M 2.09% 12
2025
Q1 		$15.5M Buy
95,925
+35,702
+59% +$6.4M 1.32% 16
2024
Q4 		$11.1M Buy
60,223
+9,505
+19% +$1.74M 0.88% 19
2024
Q3 		$9.17M Buy
+50,718
New +$8.57M 0.91% 17

Other funds holding FTEC

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

Morningstar Investment Management's FTEC Position: Q2 2026 in Review

Morningstar Investment Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 117,953 shares worth $24.5M. The position accounts for 1.51% of the portfolio, ranked #11.

Morningstar Investment Management first reported a position in FTEC in Q3 2024 and has held it in 8 quarters since. 249 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Morningstar Investment Management held 117,953 shares of Fidelity MSCI Information Technology Index ETF worth $24.5M as of Q2 2026.
  • Morningstar Investment Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 1.51% of Morningstar Investment Management's portfolio in Q2 2026, its #11 holding.
  • Morningstar Investment Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 249 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.