Pinnacle Family Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Pinnacle Family Advisors’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	$499K	Sell	1,746 -143	-8%	-$37.4K	0.21%	83
2026 Q1	$393K	Buy	1,889 +63	+3%	+$13.8K	0.18%	88
2025 Q4	$410K	Buy	1,826 +60	+3%	+$13.6K	0.18%	89
2025 Q3	$392K	Sell	1,766 -153	-8%	-$31.8K	0.17%	84
2025 Q2	$378K	Buy	1,919 +154	+9%	+$26.6K	0.18%	82
2025 Q1	$285K	Buy	1,765 +621	+54%	+$111K	0.15%	91
2024 Q4	$212K	Buy	+1,144	New	+$209K	0.1%	107
2021 Q2	–	Sell	-1,951	Closed	-$207K	–	135
2021 Q1	$207K	Buy	+1,951	New	+$207K	0.11%	117

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

Pinnacle Family Advisors's FTEC Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 7.6% in Q2 2026, selling an estimated $37.4K and leaving 1,746 shares worth $499K. The position accounts for 0.21% of the portfolio, ranked #83.

Pinnacle Family Advisors first reported a position in FTEC in Q1 2021 and has held it in 8 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Pinnacle Family Advisors held 1,746 shares of Fidelity MSCI Information Technology Index ETF worth $499K as of Q2 2026.
Pinnacle Family Advisors sold 143 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $37.4K.
Fidelity MSCI Information Technology Index ETF made up 0.21% of Pinnacle Family Advisors's portfolio in Q2 2026, its #83 holding.
Pinnacle Family Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and has held it in 8 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.