PSF
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Pacific Sun Financial’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Pacific Sun Financial’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
Q1 		$670K Buy
3,222
+619
+24% +$136K 0.32% 92
2025
Q4 		$585K Buy
2,603
+213
+9% +$48.3K 0.28% 103
2025
Q3 		$531K Hold
2,390
– – 0.26% 116
2025
Q2 		$471K Buy
2,390
+183
+8% +$31.7K 0.25% 120
2025
Q1 		$356K Buy
2,207
+601
+37% +$108K 0.2% 138
2024
Q4 		$297K Buy
1,606
+5
+0.3% +$914 0.16% 150
2024
Q3 		$279K Buy
1,601
+331
+26% +$55.9K 0.15% 150
2024
Q2 		$218K Buy
+1,270
New +$201K 0.13% 168

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AM
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Commonwealth Equity Services
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RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return