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

Retirement Planning Group (New York)’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 		$637K Sell
3,060
-185
-6% -$40.6K 0.41% 45
2025
Q4 		$729K Buy
3,245
+338
+12% +$76.6K 0.5% 39
2025
Q3 		$646K Buy
2,907
+241
+9% +$50.1K 0.48% 38
2025
Q2 		$526K Buy
2,666
+620
+30% +$107K 0.46% 41
2025
Q1 		$330K Buy
2,046
+886
+76% +$159K 0.34% 51
2024
Q4 		$214K Buy
+1,160
New +$212K 0.24% 61

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 $71.6B AUM 21.08% 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 (New York)'s FTEC Position: Q1 2026 in Review

Retirement Planning Group (New York) reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 5.7% in Q1 2026, selling an estimated $40.6K and leaving 3,060 shares worth $637K. The position accounts for 0.41% of the portfolio, ranked #45.

Retirement Planning Group (New York) first reported a position in FTEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $729K in Q4 2025. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Retirement Planning Group (New York) held 3,060 shares of Fidelity MSCI Information Technology Index ETF worth $637K as of Q1 2026.
  • Retirement Planning Group (New York) sold 185 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $40.6K.
  • Fidelity MSCI Information Technology Index ETF made up 0.41% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #45 holding.
  • Retirement Planning Group (New York) first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Retirement Planning Group (New York)'s Fidelity MSCI Information Technology Index ETF position peaked at $729K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.