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

Rollins Financial 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 		$447K Sell
1,566
-125
-7% -$32.7K 0.06% 117
2026
Q1 		$352K Sell
1,691
-350
-17% -$76.9K 0.06% 123
2025
Q4 		$458K Buy
2,041
+409
+25% +$92.7K 0.07% 104
2025
Q3 		$363K Hold
1,632
– – 0.05% 109
2025
Q2 		$322K Hold
1,632
– – 0.05% 104
2025
Q1 		$263K Buy
1,632
+337
+26% +$60.4K 0.05% 108
2024
Q4 		$239K Buy
1,295
+36
+3% +$6.58K 0.04% 116
2024
Q3 		$220K Buy
+1,259
New +$213K 0.04% 122

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

Rollins Financial Advisors's FTEC Position: Q2 2026 in Review

Rollins Financial Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 7.4% in Q2 2026, selling an estimated $32.7K and leaving 1,566 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #117.

Rollins Financial Advisors first reported a position in FTEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $458K in Q4 2025. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Rollins Financial Advisors held 1,566 shares of Fidelity MSCI Information Technology Index ETF worth $447K as of Q2 2026.
  • Rollins Financial Advisors sold 125 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $32.7K.
  • Fidelity MSCI Information Technology Index ETF made up 0.06% of Rollins Financial Advisors's portfolio in Q2 2026, its #117 holding.
  • Rollins Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 8 quarters since.
  • Rollins Financial Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $458K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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