Rockefeller Capital Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Rockefeller Capital 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 Q1	$1.14M	Buy	5,483 +788	+17%	+$173K	﹤0.01%	1551
2025 Q4	$1.05M	Buy	4,695 +547	+13%	+$124K	﹤0.01%	1537
2025 Q3	$922K	Buy	+4,148	New	+$863K	﹤0.01%	1456
2024 Q1	–	Sell	-14,047	Closed	-$2.02M	–	1688
2023 Q4	$2.02M	Buy	14,047 +2,576	+22%	+$341K	0.01%	907
2023 Q3	$1.41M	Buy	11,471 +480	+4%	+$61.7K	0.01%	969
2023 Q2	$1.44M	Sell	10,991 -59	-0.5%	-$7K	0.01%	959
2023 Q1	$1.26M	Buy	11,050 +24	+0.2%	+$2.51K	0.01%	982
2022 Q4	$1.04M	Hold	11,026	–	–	0.01%	988
2022 Q3	$1M	Sell	11,026 -771	-7%	-$80.2K	0.01%	1012
2022 Q2	$1.14M	Buy	11,797 +10,584	+873%	+$1.13M	0.01%	953
2022 Q1	$149K	Buy	1,213 +783	+182%	+$95K	﹤0.01%	1813
2021 Q4	$58K	Hold	430	–	–	﹤0.01%	2145
2021 Q3	$51K	Buy	+430	New	+$52.7K	﹤0.01%	2130

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Rockefeller Capital Management's FTEC Position: Q1 2026 in Review

Rockefeller Capital Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 17% in Q1 2026, buying an estimated $173K and bringing the position to 5,483 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Rockefeller Capital Management first reported a position in FTEC in Q3 2021 and has held it in 13 quarters since. The position peaked at $2.02M in Q4 2023. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Rockefeller Capital Management held 5,483 shares of Fidelity MSCI Information Technology Index ETF worth $1.14M as of Q1 2026.
Rockefeller Capital Management bought 788 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $173K.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1551 holding.
Rockefeller Capital Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2021 and has held it in 13 quarters since.
Rockefeller Capital Management's Fidelity MSCI Information Technology Index ETF position peaked at $2.02M in Q4 2023.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.