Plante Moran Financial Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Plante Moran Financial 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	$57.1K	Buy	+200	New	+$52.3K	﹤0.01%	330
2025 Q2	–	Sell	-8	Closed	-$1.29K	–	807
2025 Q1	$1.29K	Buy	+8	New	+$1.43K	﹤0.01%	711
2024 Q4	–	Sell	-262	Closed	-$45.7K	–	945
2024 Q3	$45.7K	Hold	262	–	–	﹤0.01%	402
2024 Q2	$44.9K	Hold	262	–	–	﹤0.01%	353
2024 Q1	$40.8K	Hold	262	–	–	﹤0.01%	386
2023 Q4	$37.6K	Hold	262	–	–	﹤0.01%	357
2023 Q3	$32.2K	Hold	262	–	–	﹤0.01%	352
2023 Q2	$34.2K	Buy	262 +40	+18%	+$4.75K	﹤0.01%	349
2023 Q1	$25.3K	Hold	222	–	–	﹤0.01%	402
2022 Q4	$21K	Buy	222 +73	+49%	+$7.05K	﹤0.01%	448
2022 Q3	$14K	Hold	149	–	–	﹤0.01%	532
2022 Q2	$14K	Sell	149 -300	-67%	-$32K	﹤0.01%	538
2022 Q1	$55K	Sell	449 -670	-60%	-$81.3K	0.01%	318
2021 Q4	$152K	Sell	1,119 -989	-47%	-$128K	0.02%	207
2021 Q3	$250K	Buy	2,108 +1,673	+385%	+$205K	0.06%	161
2021 Q2	$51K	Hold	435	–	–	0.01%	368
2021 Q1	$46K	Buy	435 +11	+3%	+$1.17K	0.01%	383
2020 Q4	$44K	Hold	424	–	–	0.01%	385
2020 Q3	$39K	Sell	424 -54	-11%	-$4.81K	0.01%	363
2020 Q2	$39K	Buy	478 +43	+10%	+$3.17K	0.02%	322
2020 Q1	$27K	Sell	435 -38	-8%	-$2.73K	0.01%	341
2019 Q4	$34K	Buy	+473	New	+$32K	0.01%	379

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 22.9% 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

Plante Moran Financial Advisors's FTEC Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 200 shares worth $57.1K. The stake represents ﹤0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in FTEC as recently as Q1 2025.

Plante Moran Financial Advisors first reported a position in FTEC in Q4 2019 and has held it in 22 quarters since. The position peaked at $250K in Q3 2021. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Plante Moran Financial Advisors held 200 shares of Fidelity MSCI Information Technology Index ETF worth $57.1K as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new Plante Moran Financial Advisors position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #330 holding.
Plante Moran Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and has held it in 22 quarters since.
Plante Moran Financial Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $250K in Q3 2021.
660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.