&Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

&Partners’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	$7.16M	Sell	25,072 -694	-3%	-$181K	0.03%	480
2026 Q1	$5.36M	Buy	25,766 +10	+0%	+$2.2K	0.03%	500
2025 Q4	$5.79M	Buy	25,756 +24,321	+1,695%	+$5.51M	0.03%	449
2025 Q3	$319K	Sell	1,435 -14	-1%	-$2.91K	﹤0.01%	1711
2025 Q2	$286K	Sell	1,449 -222	-13%	-$38.4K	﹤0.01%	1646
2025 Q1	$270K	Sell	1,671 -1,460	-47%	-$262K	﹤0.01%	1462
2024 Q4	$589K	Buy	3,131 +431	+16%	+$78.8K	0.01%	1007
2024 Q3	$471K	Buy	2,700 +146	+6%	+$24.7K	0.01%	896
2024 Q2	$438K	Buy	2,554 +872	+52%	+$138K	0.02%	590
2024 Q1	$262K	Hold	1,682	–	–	0.04%	397
2023 Q4	$232K	Buy	+1,682	New	+$223K	0.06%	245

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

&Partners's FTEC Position: Q2 2026 in Review

&Partners reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.7% in Q2 2026, selling an estimated $181K and leaving 25,072 shares worth $7.16M. The position accounts for 0.03% of the portfolio, ranked #480.

&Partners first reported a position in FTEC in Q4 2023 and has held it in 11 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

&Partners held 25,072 shares of Fidelity MSCI Information Technology Index ETF worth $7.16M as of Q2 2026.
&Partners sold 694 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $181K.
Fidelity MSCI Information Technology Index ETF made up 0.03% of &Partners's portfolio in Q2 2026, its #480 holding.
&Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 11 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.