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 Q2	$872K	Sell	3,052 -8	-0.3%	-$2.09K	0.47%	41
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 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

Retirement Planning Group (New York)'s FTEC Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.26% in Q2 2026, selling an estimated $2.09K and leaving 3,052 shares worth $872K. The position accounts for 0.47% of the portfolio, ranked #41.

Retirement Planning Group (New York) first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Retirement Planning Group (New York) held 3,052 shares of Fidelity MSCI Information Technology Index ETF worth $872K as of Q2 2026.
Retirement Planning Group (New York) sold 8 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $2.09K.
Fidelity MSCI Information Technology Index ETF made up 0.47% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #41 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 7 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.