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

North Star 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	$254K	Hold	890	–	–	0.01%	485
2026 Q1	$185K	Hold	890	–	–	0.01%	508
2025 Q4	$200K	Hold	890	–	–	0.01%	445
2025 Q3	$198K	Hold	890	–	–	0.01%	437
2025 Q2	$176K	Hold	890	–	–	0.01%	436
2025 Q1	$144K	Hold	890	–	–	0.01%	463
2024 Q4	$165K	Hold	890	–	–	0.01%	442
2024 Q3	$155K	Hold	890	–	–	0.01%	443
2024 Q2	$153K	Hold	890	–	–	0.01%	443
2024 Q1	$139K	Hold	890	–	–	0.01%	468
2023 Q4	$128K	Hold	890	–	–	0.01%	470
2023 Q3	$109K	Hold	890	–	–	0.01%	491
2023 Q2	$116K	Hold	890	–	–	0.01%	499
2023 Q1	$101K	Hold	890	–	–	0.01%	516
2022 Q4	$84.1K	Hold	890	–	–	0.01%	512
2022 Q3	$81K	Hold	890	–	–	0.01%	469
2022 Q2	$86K	Hold	890	–	–	0.01%	465
2022 Q1	$110K	Hold	890	–	–	0.01%	454
2021 Q4	$121K	Hold	890	–	–	0.01%	451
2021 Q3	$106K	Hold	890	–	–	0.01%	466
2021 Q2	$105K	Buy	+890	New	+$99.2K	0.01%	472

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

North Star Investment Management's FTEC Position: Q2 2026 in Review

North Star Investment Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 890 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #485.

North Star Investment Management first reported a position in FTEC in Q2 2021 and has held it in 21 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

North Star Investment Management held 890 shares of Fidelity MSCI Information Technology Index ETF worth $254K as of Q2 2026.
North Star Investment Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.01% of North Star Investment Management's portfolio in Q2 2026, its #485 holding.
North Star Investment Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2021 and has held it in 21 quarters since.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.