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Retirement Planning Group (Kansas)’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.19M Buy
5,721
+840
+17% +$185K 0.04% 192
2025
Q4 		$1.1M Buy
4,881
+219
+5% +$49.6K 0.04% 182
2025
Q3 		$1.04M Sell
4,662
-12
-0.3% -$2.5K 0.04% 180
2025
Q2 		$922K Buy
4,674
+376
+9% +$65.1K 0.04% 153
2025
Q1 		$693K Buy
4,298
+1,080
+34% +$194K 0.03% 171
2024
Q4 		$595K Hold
3,218
– – 0.03% 174
2024
Q3 		$562K Sell
3,218
-102
-3% -$17.2K 0.03% 172
2024
Q2 		$569K Hold
3,320
– – 0.04% 154
2024
Q1 		$517K Sell
3,320
-8
-0.2% -$1.21K 0.04% 137
2023
Q4 		$478K Sell
3,328
-164
-5% -$21.7K 0.04% 116
2023
Q3 		$429K Buy
3,492
+155
+5% +$19.9K 0.05% 108
2023
Q2 		$436K Hold
3,337
– – 0.04% 111
2023
Q1 		$380K Sell
3,337
-315
-9% -$32.9K 0.04% 105
2022
Q4 		$345K Buy
+3,652
New +$353K 0.04% 106
2022
Q2 		– Sell
-6,429
Closed -$791K – 123
2022
Q1 		$791K Sell
6,429
-1,964
-23% -$238K 0.09% 59
2021
Q4 		$1.14M Buy
8,393
+136
+2% +$17.7K 0.11% 39
2021
Q3 		$979K Sell
8,257
-13,900
-63% -$1.7M 0.11% 35
2021
Q2 		$2.61M Buy
+22,157
New +$2.47M 0.3% 26

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Planning Group (Kansas)'s FTEC Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 17% in Q1 2026, buying an estimated $185K and bringing the position to 5,721 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #192.

Retirement Planning Group (Kansas) first reported a position in FTEC in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.61M in Q2 2021. 605 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Retirement Planning Group (Kansas) held 5,721 shares of Fidelity MSCI Information Technology Index ETF worth $1.19M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 840 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $185K.
  • Fidelity MSCI Information Technology Index ETF made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #192 holding.
  • Retirement Planning Group (Kansas) first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2021 and has held it in 18 quarters since.
  • Retirement Planning Group (Kansas)'s Fidelity MSCI Information Technology Index ETF position peaked at $2.61M in Q2 2021.
  • 605 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.