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Patriot Financial Group Insurance Agency’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-1,280
Closed -$267K – 571
2026
Q1 		$267K Buy
+1,280
New +$281K 0.02% 598
2025
Q3 		– Sell
-33,204
Closed -$6.55M – 529
2025
Q2 		$6.55M Buy
33,204
+528
+2% +$91.4K 0.75% 22
2025
Q1 		$5.27M Sell
32,676
-709
-2% -$127K 0.71% 26
2024
Q4 		$6.17M Buy
33,385
+360
+1% +$65.8K 0.83% 21
2024
Q3 		$5.76M Buy
33,025
+959
+3% +$162K 0.77% 22
2024
Q2 		$5.5M Buy
32,066
+774
+2% +$122K 0.81% 21
2024
Q1 		$4.88M Buy
+31,292
New +$4.71M 0.78% 21
2023
Q1 		– Sell
-12,726
Closed -$1.2M – 470
2022
Q4 		$1.2M Sell
12,726
-43,217
-77% -$4.17M 0.16% 82
2022
Q3 		$5.09M Buy
55,943
+652
+1% +$67.8K 1.24% 16
2022
Q2 		$5.34M Buy
55,291
+1,393
+3% +$148K 1.08% 17
2022
Q1 		$6.63M Buy
53,898
+289
+0.5% +$35.1K 1.18% 14
2021
Q4 		$7.26M Buy
53,609
+3,599
+7% +$467K 1.21% 12
2021
Q3 		$5.93M Buy
50,010
+1,265
+3% +$155K 1.05% 15
2021
Q2 		$5.74M Buy
48,745
+40,250
+474% +$4.49M 1.05% 12
2021
Q1 		$899K Buy
8,495
+43
+0.5% +$4.57K 0.21% 115
2020
Q4 		$883K Sell
8,452
-210
-2% -$20.4K 0.22% 105
2020
Q3 		$797K Buy
8,662
+421
+5% +$37.5K 0.26% 86
2020
Q2 		$678K Buy
8,241
+3,547
+76% +$262K 0.26% 92
2020
Q1 		$294K Buy
4,694
+4,414
+1,576% +$317K 0.13% 166
2019
Q4 		$20K Hold
280
– – 0.01% 677
2019
Q3 		$18K Hold
280
– – 0.01% 675
2019
Q2 		$18K Sell
280
-18
-6% -$1.1K 0.01% 678
2019
Q1 		$18K Buy
+298
New +$16.4K 0.01% 573
2018
Q4 		– Sell
-274
Closed -$17K – 1032
2018
Q3 		$17K Buy
+274
New +$16K 0.01% 506

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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

Patriot Financial Group Insurance Agency's FTEC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026, closing a stake of 1,280 shares — an estimated $267K sold.

Patriot Financial Group Insurance Agency first reported a position in FTEC in Q3 2018 and held it in 24 quarters. The position peaked at $7.26M in Q4 2021. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,280 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $267K.
  • Patriot Financial Group Insurance Agency first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2018 and held it in 24 quarters.
  • Patriot Financial Group Insurance Agency's Fidelity MSCI Information Technology Index ETF position peaked at $7.26M in Q4 2021.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.