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 Q2	$894K	Sell	3,132 -90	-3%	-$23.5K	0.37%	82
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

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

Pacific Sun Financial's FTEC Position: Q2 2026 in Review

Pacific Sun Financial reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.8% in Q2 2026, selling an estimated $23.5K and leaving 3,132 shares worth $894K. The position accounts for 0.37% of the portfolio, ranked #82.

Pacific Sun Financial first reported a position in FTEC in Q2 2024 and has held it in 9 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Pacific Sun Financial held 3,132 shares of Fidelity MSCI Information Technology Index ETF worth $894K as of Q2 2026.
Pacific Sun Financial sold 90 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $23.5K.
Fidelity MSCI Information Technology Index ETF made up 0.37% of Pacific Sun Financial's portfolio in Q2 2026, its #82 holding.
Pacific Sun Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and has held it in 9 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.