Richard Bernstein Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Richard Bernstein Advisors’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	$124M	Sell	594,003 -739,953	-55%	-$163M	3.58%	11
2025 Q4	$300M	Sell	1,333,956 -28,233	-2%	-$6.4M	8.81%	4
2025 Q3	$311M	Sell	1,362,189 -44,286	-3%	-$9.21M	8.88%	4
2025 Q2	$277M	Sell	1,406,475 -82,671	-6%	-$14.3M	6.85%	4
2025 Q1	$240M	Sell	1,489,146 -73,233	-5%	-$13.1M	5.81%	6
2024 Q4	$289M	Sell	1,562,379 -32,225	-2%	-$5.89M	6.54%	5
2024 Q3	$278M	Buy	+1,594,604	New	+$269M	5.97%	5

Other funds holding FTEC

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Richard Bernstein Advisors's FTEC Position: Q1 2026 in Review

Richard Bernstein Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 55% in Q1 2026, selling an estimated $163M and leaving 594,003 shares worth $124M. The position accounts for 3.58% of the portfolio, ranked #11.

Richard Bernstein Advisors first reported a position in FTEC in Q3 2024 and has held it in 7 quarters since. The position peaked at $311M in Q3 2025. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Richard Bernstein Advisors held 594,003 shares of Fidelity MSCI Information Technology Index ETF worth $124M as of Q1 2026.
Richard Bernstein Advisors sold 739,953 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $163M.
Fidelity MSCI Information Technology Index ETF made up 3.58% of Richard Bernstein Advisors's portfolio in Q1 2026, its #11 holding.
Richard Bernstein Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 7 quarters since.
Richard Bernstein Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $311M in Q3 2025.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.