Prospera Financial Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Prospera Financial Services’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	$5.39M	Sell	18,855 -1,401	-7%	-$366K	0.08%	268
2026 Q1	$4.22M	Sell	20,256 -137	-0.7%	-$30.1K	0.07%	298
2025 Q4	$4.58M	Sell	20,393 -655	-3%	-$148K	0.08%	260
2025 Q3	$4.68M	Sell	21,048 -842	-4%	-$175K	0.08%	264
2025 Q2	$4.32M	Sell	21,890 -1,086	-5%	-$188K	0.08%	261
2025 Q1	$3.71M	Sell	22,976 -1,318	-5%	-$236K	0.09%	245
2024 Q4	$4.49M	Sell	24,294 -847	-3%	-$155K	0.1%	213
2024 Q3	$4.39M	Buy	25,141 +763	+3%	+$129K	0.11%	202
2024 Q2	$4.18M	Buy	24,378 +468	+2%	+$74K	0.12%	195
2024 Q1	$3.73M	Sell	23,910 -1,782	-7%	-$268K	0.11%	205
2023 Q4	$3.69M	Buy	25,692 +878	+4%	+$116K	0.12%	191
2023 Q3	$3.05M	Buy	24,814 +1,044	+4%	+$134K	0.12%	192
2023 Q2	$3.11M	Buy	23,770 +511	+2%	+$60.7K	0.12%	199
2023 Q1	$2.65M	Sell	23,259 -296	-1%	-$31K	0.11%	227
2022 Q4	$2.23M	Sell	23,555 -2,233	-9%	-$216K	0.11%	213
2022 Q3	$2.34M	Buy	25,788 +267	+1%	+$27.8K	0.12%	206
2022 Q2	$2.46M	Buy	25,521 +134	+0.5%	+$14.3K	0.13%	206
2022 Q1	$3.13M	Sell	25,387 -955	-4%	-$116K	0.13%	188
2021 Q4	$3.57M	Buy	26,342 +249	+1%	+$32.3K	0.15%	158
2021 Q3	$3.1M	Sell	26,093 -913	-3%	-$112K	0.15%	172
2021 Q2	$3.18M	Buy	27,006 +1,910	+8%	+$213K	0.16%	168
2021 Q1	$2.66M	Sell	25,096 -9	-0%	-$957	0.16%	165
2020 Q4	$2.62M	Buy	25,105 +24,905	+12,453%	+$2.42M	0.18%	138
2020 Q3	$18K	Sell	200 -7,331	-97%	-$652K	0.01%	926
2020 Q2	$619K	Buy	7,531 +3,383	+82%	+$249K	0.05%	314
2020 Q1	$260K	Buy	4,148 +1,005	+32%	+$72.1K	0.03%	424
2019 Q4	$228K	Hold	3,143	–	–	0.02%	539
2019 Q3	$200K	Sell	3,143 -808	-20%	-$51.4K	0.02%	519
2019 Q2	$249K	Hold	3,951	–	–	0.03%	444
2019 Q1	$241K	Buy	+3,951	New	+$217K	0.08%	273
2017 Q4	–	Sell	-10,488	Closed	-$486K	–	411
2017 Q3	$486K	Sell	10,488 -1,145	-10%	-$51.5K	0.07%	245
2017 Q2	$494K	Buy	+11,633	New	+$497K	0.08%	222

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

Prospera Financial Services's FTEC Position: Q2 2026 in Review

Prospera Financial Services reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 6.9% in Q2 2026, selling an estimated $366K and leaving 18,855 shares worth $5.39M. The position accounts for 0.08% of the portfolio, ranked #268.

Prospera Financial Services first reported a position in FTEC in Q2 2017 and has held it in 32 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Prospera Financial Services held 18,855 shares of Fidelity MSCI Information Technology Index ETF worth $5.39M as of Q2 2026.
Prospera Financial Services sold 1,401 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $366K.
Fidelity MSCI Information Technology Index ETF made up 0.08% of Prospera Financial Services's portfolio in Q2 2026, its #268 holding.
Prospera Financial Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2017 and has held it in 32 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.