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RM Financial Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

RM Financial Services’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 		$372K Hold
1,301
– – 0.28% 59
2026
Q1 		$271K Hold
1,301
– – 0.23% 62
2025
Q4 		$292K Buy
+1,301
New +$295K 0.26% 62

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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

RM Financial Services's FTEC Position: Q2 2026 in Review

RM Financial Services held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 1,301 shares worth $372K. The position accounts for 0.28% of the portfolio, ranked #59.

RM Financial Services first reported a position in FTEC in Q4 2025 and has held it in 3 quarters since. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • RM Financial Services held 1,301 shares of Fidelity MSCI Information Technology Index ETF worth $372K as of Q2 2026.
  • RM Financial Services left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.28% of RM Financial Services's portfolio in Q2 2026, its #59 holding.
  • RM Financial Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.