RF&L Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

RF&L Wealth Management’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	–	Sell	-2,108	Closed	-$439K	–	51
2026 Q1	$439K	Hold	2,108	–	–	0.33%	38
2025 Q4	$474K	Hold	2,108	–	–	0.27%	50
2025 Q3	$468K	Hold	2,108	–	–	0.27%	48
2025 Q2	$416K	Hold	2,108	–	–	0.27%	47
2025 Q1	$340K	Hold	2,108	–	–	0.24%	48
2024 Q4	$390K	Hold	2,108	–	–	0.28%	46
2024 Q3	$368K	Hold	2,108	–	–	0.26%	48
2024 Q2	$362K	Hold	2,108	–	–	0.28%	46
2024 Q1	$329K	Hold	2,108	–	–	0.25%	47
2023 Q4	$303K	Hold	2,108	–	–	0.25%	48
2023 Q3	$259K	Buy	+2,108	New	+$271K	0.24%	50

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

RF&L Wealth Management's FTEC Position: Q2 2026 in Review

RF&L Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026, closing a stake of 2,108 shares — an estimated $439K sold.

RF&L Wealth Management first reported a position in FTEC in Q3 2023 and held it in 11 quarters. The position peaked at $474K in Q4 2025. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

RF&L Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2026 after selling out during the quarter.
RF&L Wealth Management sold 2,108 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $439K.
RF&L Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2023 and held it in 11 quarters.
RF&L Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $474K in Q4 2025.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.