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

Operose 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	$22K	Hold	77	–	–	﹤0.01%	377
2026 Q1	$16K	Buy	+77	New	+$16.9K	﹤0.01%	379
2025 Q4	–	Sell	-2	Closed	-$450	–	481
2025 Q3	$450	Hold	2	–	–	﹤0.01%	436
2025 Q2	$399	Hold	2	–	–	﹤0.01%	403
2025 Q1	$326	Hold	2	–	–	﹤0.01%	377
2024 Q4	$373	Hold	2	–	–	﹤0.01%	419
2024 Q3	$352	Hold	2	–	–	﹤0.01%	609
2024 Q2	$345	Hold	2	–	–	﹤0.01%	577
2024 Q1	$313	Buy	+2	New	+$301	﹤0.01%	643
2023 Q4	–	Sell	-2,000	Closed	-$246K	–	656
2023 Q3	$246K	Buy	+2,000	New	+$257K	0.1%	101

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

Operose Advisors's FTEC Position: Q2 2026 in Review

Operose Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 77 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Operose Advisors first reported a position in FTEC in Q3 2023 and has held it in 10 quarters since. The position peaked at $246K in Q3 2023. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Operose Advisors held 77 shares of Fidelity MSCI Information Technology Index ETF worth $22K as of Q2 2026.
Operose Advisors 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 Operose Advisors's portfolio in Q2 2026, its #377 holding.
Operose Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2023 and has held it in 10 quarters since.
Operose Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $246K in Q3 2023.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.