Ritter Daniher Financial Advisory’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Ritter Daniher Financial Advisory’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	$25.3K	Hold	89	–	–	﹤0.01%	340
2026 Q1	$18.4K	Buy	89 +1	+1%	+$220	﹤0.01%	369
2025 Q4	$19.9K	Buy	+88	New	+$19.9K	﹤0.01%	365

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 22.9% 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

Ritter Daniher Financial Advisory's FTEC Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 89 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Ritter Daniher Financial Advisory first reported a position in FTEC in Q4 2025 and has held it in 3 quarters since. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Ritter Daniher Financial Advisory held 89 shares of Fidelity MSCI Information Technology Index ETF worth $25.3K as of Q2 2026.
Ritter Daniher Financial Advisory left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #340 holding.
Ritter Daniher Financial Advisory first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 3 quarters since.
660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.