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

Rossby Financial’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 		$145K Sell
508
-242
-32% -$63.3K 0.03% 463
2026
Q1 		$158K Buy
750
+372
+98% +$81.7K 0.03% 431
2025
Q4 		$84.9K Buy
378
+28
+8% +$6.34K 0.03% 438
2025
Q3 		$78.4K Hold
350
– – 0.03% 443
2025
Q2 		$69K Hold
350
– – 0.03% 432
2025
Q1 		$56.9K Buy
+350
New +$62.7K 0.02% 457

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

Rossby Financial's FTEC Position: Q2 2026 in Review

Rossby Financial reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 32% in Q2 2026, selling an estimated $63.3K and leaving 508 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #463.

Rossby Financial first reported a position in FTEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $158K in Q1 2026. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Rossby Financial held 508 shares of Fidelity MSCI Information Technology Index ETF worth $145K as of Q2 2026.
  • Rossby Financial sold 242 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $63.3K.
  • Fidelity MSCI Information Technology Index ETF made up 0.03% of Rossby Financial's portfolio in Q2 2026, its #463 holding.
  • Rossby Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Fidelity MSCI Information Technology Index ETF position peaked at $158K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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