OneDigital Investment Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

OneDigital Investment 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	$1.11M	Buy	3,880 +73	+2%	+$19.1K	0.01%	700
2026 Q1	$792K	Buy	3,807 +286	+8%	+$62.8K	0.01%	770
2025 Q4	$791K	Sell	3,521 -1,079	-23%	-$244K	0.01%	757
2025 Q3	$1.02M	Buy	4,600 +262	+6%	+$54.5K	0.01%	643
2025 Q2	$856K	Buy	4,338 +2,865	+195%	+$496K	0.01%	689
2025 Q1	$237K	Buy	+1,473	New	+$264K	﹤0.01%	1246
2022 Q1	–	Sell	-1,534	Closed	-$208K	–	785
2021 Q4	$208K	Buy	+1,534	New	+$199K	0.01%	720
2021 Q3	–	Sell	-1,796	Closed	-$212K	–	783
2021 Q2	$212K	Buy	+1,796	New	+$200K	0.01%	665
2021 Q1	–	Sell	-4,758	Closed	-$497K	–	722
2020 Q4	$497K	Buy	4,758 +833	+21%	+$81K	0.03%	359
2020 Q3	$361K	Buy	+3,925	New	+$349K	0.02%	373
2019 Q1	–	Sell	-101	Closed	-$5K	–	1146
2018 Q4	$5K	Buy	+101	New	+$5.42K	﹤0.01%	950

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

OneDigital Investment Advisors's FTEC Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.9% in Q2 2026, buying an estimated $19.1K and bringing the position to 3,880 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #700.

OneDigital Investment Advisors first reported a position in FTEC in Q4 2018 and has held it in 11 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

OneDigital Investment Advisors held 3,880 shares of Fidelity MSCI Information Technology Index ETF worth $1.11M as of Q2 2026.
OneDigital Investment Advisors bought 73 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $19.1K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #700 holding.
OneDigital Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2018 and has held it in 11 quarters since.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.