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

Nations 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	$352K	Buy	1,232 +47	+4%	+$12.3K	0.02%	621
2026 Q1	$247K	Hold	1,185	–	–	0.01%	682
2025 Q4	$266K	Hold	1,185	–	–	0.01%	655
2025 Q3	$263K	Hold	1,185	–	–	0.02%	617
2025 Q2	$234K	Sell	1,185 -100	-8%	-$17.3K	0.02%	610
2025 Q1	$207K	Hold	1,285	–	–	0.02%	609
2024 Q4	$238K	Hold	1,285	–	–	0.02%	605
2024 Q3	$224K	Buy	+1,285	New	+$217K	0.02%	626

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

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

Nations Financial Group increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4% in Q2 2026, buying an estimated $12.3K and bringing the position to 1,232 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #621.

Nations Financial Group first reported a position in FTEC in Q3 2024 and has held it in 8 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Nations Financial Group held 1,232 shares of Fidelity MSCI Information Technology Index ETF worth $352K as of Q2 2026.
Nations Financial Group bought 47 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $12.3K.
Fidelity MSCI Information Technology Index ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #621 holding.
Nations Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 8 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.