&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 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 $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

&Partners's FTEC Position: Q1 2026 in Review

&Partners increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.04% in Q1 2026, buying an estimated $2.2K and bringing the position to 25,766 shares worth $5.36M. The position accounts for 0.03% of the portfolio, ranked #500.

&Partners first reported a position in FTEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.79M in Q4 2025. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

&Partners held 25,766 shares of Fidelity MSCI Information Technology Index ETF worth $5.36M as of Q1 2026.
&Partners bought 10 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $2.2K.
Fidelity MSCI Information Technology Index ETF made up 0.03% of &Partners's portfolio in Q1 2026, its #500 holding.
&Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 10 quarters since.
&Partners's Fidelity MSCI Information Technology Index ETF position peaked at $5.79M in Q4 2025.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.