Root Financial Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Root Financial Partners’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	$760K	Buy	2,662 +566	+27%	+$148K	0.03%	146
2026 Q1	$436K	Sell	2,096 -52	-2%	-$11.4K	0.02%	188
2025 Q4	$483K	Sell	2,148 -25	-1%	-$5.66K	0.02%	169
2025 Q3	$483K	Buy	2,173 +268	+14%	+$55.7K	0.03%	148
2025 Q2	$376K	Buy	1,905 +596	+46%	+$103K	0.04%	155
2025 Q1	$211K	Buy	1,309 +120	+10%	+$21.5K	0.02%	198
2024 Q4	$220K	Buy	+1,189	New	+$217K	0.03%	194

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

Root Financial Partners's FTEC Position: Q2 2026 in Review

Root Financial Partners increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 27% in Q2 2026, buying an estimated $148K and bringing the position to 2,662 shares worth $760K. The position accounts for 0.03% of the portfolio, ranked #146.

Root Financial Partners first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. 656 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Root Financial Partners held 2,662 shares of Fidelity MSCI Information Technology Index ETF worth $760K as of Q2 2026.
Root Financial Partners bought 566 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $148K.
Fidelity MSCI Information Technology Index ETF made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #146 holding.
Root Financial Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
656 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.