Redwood Financial Network’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Redwood Financial Network’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	$2.07M	Buy	7,236 +623	+9%	+$163K	1.15%	19
2026 Q1	$1.38M	Buy	6,613 +1,331	+25%	+$292K	0.9%	30
2025 Q4	$1.19M	Buy	5,282 +1,185	+29%	+$268K	0.76%	34
2025 Q3	$910K	Buy	4,097 +1,883	+85%	+$392K	0.58%	52
2025 Q2	$437K	Buy	2,214 +957	+76%	+$166K	0.3%	103
2025 Q1	$203K	Buy	+1,257	New	+$225K	0.15%	156

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

Redwood Financial Network's FTEC Position: Q2 2026 in Review

Redwood Financial Network increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 9.4% in Q2 2026, buying an estimated $163K and bringing the position to 7,236 shares worth $2.07M. The position accounts for 1.15% of the portfolio, ranked #19.

Redwood Financial Network first reported a position in FTEC in Q1 2025 and has held it in 6 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Redwood Financial Network held 7,236 shares of Fidelity MSCI Information Technology Index ETF worth $2.07M as of Q2 2026.
Redwood Financial Network bought 623 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $163K.
Fidelity MSCI Information Technology Index ETF made up 1.15% of Redwood Financial Network's portfolio in Q2 2026, its #19 holding.
Redwood Financial Network first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2025 and has held it in 6 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.