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

Rise 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 Q2	$559K	Buy	1,956 +2	+0.1%	+$523	0.16%	49
2026 Q1	$412K	Buy	1,954 +2	+0.1%	+$439	0.15%	53
2025 Q4	$438K	Sell	1,952 -161	-8%	-$36.5K	0.16%	55
2025 Q3	$469K	Buy	2,113 +2	+0.1%	+$416	0.17%	51
2025 Q2	$416K	Buy	2,111 +3	+0.1%	+$519	0.17%	54
2025 Q1	$340K	Buy	2,108 +3	+0.1%	+$538	0.15%	61
2024 Q4	$389K	Sell	2,105 -931	-31%	-$170K	0.19%	53
2024 Q3	$530K	Sell	3,036 -133	-4%	-$22.5K	0.25%	40
2024 Q2	$544K	Buy	3,169 +4	+0.1%	+$632	0.29%	32
2024 Q1	$493K	Sell	3,165 -92	-3%	-$13.9K	0.26%	36
2023 Q4	$468K	Buy	3,257 +306	+10%	+$40.5K	0.33%	26
2023 Q3	$363K	Sell	2,951 -1,630	-36%	-$210K	0.29%	30
2023 Q2	$598K	Sell	4,581 -87	-2%	-$10.3K	0.46%	25
2023 Q1	$532K	Buy	4,668 +10	+0.2%	+$1.05K	0.4%	27
2022 Q4	$440K	Sell	4,658 -4,211	-47%	-$407K	0.35%	33
2022 Q3	$806K	Buy	8,869 +56	+0.6%	+$5.82K	0.67%	22
2022 Q2	$850K	Buy	8,813 +117	+1%	+$12.5K	0.86%	21
2022 Q1	$1.07M	Buy	8,696 +2,170	+33%	+$263K	0.96%	21
2021 Q4	$884K	Buy	+6,526	New	+$847K	0.84%	22

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

Rise Advisors's FTEC Position: Q2 2026 in Review

Rise Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.1% in Q2 2026, buying an estimated $523 and bringing the position to 1,956 shares worth $559K. The position accounts for 0.16% of the portfolio, ranked #49.

Rise Advisors first reported a position in FTEC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q1 2022. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Rise Advisors held 1,956 shares of Fidelity MSCI Information Technology Index ETF worth $559K as of Q2 2026.
Rise Advisors bought 2 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $523.
Fidelity MSCI Information Technology Index ETF made up 0.16% of Rise Advisors's portfolio in Q2 2026, its #49 holding.
Rise Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 19 quarters since.
Rise Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $1.07M in Q1 2022.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.