P.J. Schmidt Investment Management (PJS)’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$215K	Buy	+752	New	+$197K	0.03%	211
2018 Q4	–	Sell	-3,942	Closed	-$237K	–	131
2018 Q3	$237K	Buy	+3,942	New	+$231K	0.07%	126

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

P.J. Schmidt Investment Management (PJS)'s FTEC Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 752 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #211 among its holdings. This is a return to the name: P.J. Schmidt Investment Management (PJS) previously reported a position in FTEC as recently as Q3 2018.

P.J. Schmidt Investment Management (PJS) first reported a position in FTEC in Q3 2018 and has held it in 2 quarters since. The position peaked at $237K in Q3 2018. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 752 shares of Fidelity MSCI Information Technology Index ETF worth $215K as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new P.J. Schmidt Investment Management (PJS) position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.03% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #211 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2018 and has held it in 2 quarters since.
P.J. Schmidt Investment Management (PJS)'s Fidelity MSCI Information Technology Index ETF position peaked at $237K in Q3 2018.
660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.