New England Capital Financial Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

New England Capital Financial Advisors’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	$156K	Buy	545 +1	+0.2%	+$261	0.04%	76
2026 Q1	$113K	Hold	544	–	–	0.03%	84
2025 Q4	$122K	Buy	544 +1	+0.2%	+$227	0.05%	84
2025 Q3	$121K	Hold	543	–	–	0.05%	82
2025 Q2	$107K	Sell	543 -199	-27%	-$34.4K	0.05%	80
2025 Q1	$120K	Hold	742	–	–	0.06%	73
2024 Q4	$137K	Hold	742	–	–	0.07%	68
2024 Q3	$129K	Hold	742	–	–	0.07%	65
2024 Q2	$127K	Hold	742	–	–	0.07%	62
2024 Q1	$116K	Hold	742	–	–	0.07%	66
2023 Q4	$107K	Hold	742	–	–	0.06%	74
2023 Q3	$91.2K	Hold	742	–	–	0.06%	78
2023 Q2	$96.9K	Hold	742	–	–	0.06%	77
2023 Q1	$84.6K	Hold	742	–	–	0.06%	81
2022 Q4	$74.2K	Buy	+742	New	+$71.6K	0.05%	91

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 22.9% 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

New England Capital Financial Advisors's FTEC Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.18% in Q2 2026, buying an estimated $261 and bringing the position to 545 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #76.

New England Capital Financial Advisors first reported a position in FTEC in Q4 2022 and has held it in 15 quarters since. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

New England Capital Financial Advisors held 545 shares of Fidelity MSCI Information Technology Index ETF worth $156K as of Q2 2026.
New England Capital Financial Advisors bought 1 Fidelity MSCI Information Technology Index ETF share in Q2 2026, an estimated $261.
Fidelity MSCI Information Technology Index ETF made up 0.04% of New England Capital Financial Advisors's portfolio in Q2 2026, its #76 holding.
New England Capital Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 15 quarters since.
660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.