Principal Securities’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Principal Securities’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	$44.3M	Buy	212,930 +63,882	+43%	+$14M	0.65%	28
2025 Q4	$33.5M	Buy	149,048 +62,396	+72%	+$14.1M	0.52%	37
2025 Q3	$19.3M	Buy	86,652 +55,328	+177%	+$11.5M	0.32%	58
2025 Q2	$6.18M	Buy	31,324 +25,450	+433%	+$4.4M	0.12%	166
2025 Q1	$1.09M	Buy	5,874 +6	+0.1%	+$1.08K	0.02%	526
2024 Q4	$1.08M	Buy	5,868 +1,611	+38%	+$294K	0.02%	525
2024 Q3	$743K	Sell	4,257 -128	-3%	-$21.6K	0.02%	627
2024 Q2	$752K	Buy	4,385 +223	+5%	+$35.3K	0.02%	566
2024 Q1	$649K	Sell	4,162 -136	-3%	-$20.5K	0.02%	572
2023 Q4	$617K	Buy	+4,298	New	+$569K	0.02%	535

Other funds holding FTEC

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

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

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

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