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

Roundview Capital’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	$389K	Hold	1,363	–	–	0.02%	284
2026 Q1	$283K	Hold	1,363	–	–	0.02%	306
2025 Q4	$306K	Buy	1,363 +4	+0.3%	+$906	0.02%	290
2025 Q3	$302K	Hold	1,359	–	–	0.02%	301
2025 Q2	$268K	Hold	1,359	–	–	0.02%	298
2025 Q1	$219K	Hold	1,359	–	–	0.02%	305
2024 Q4	$251K	Hold	1,359	–	–	0.02%	309
2024 Q3	$237K	Hold	1,359	–	–	0.02%	316
2024 Q2	$233K	Hold	1,359	–	–	0.02%	305
2024 Q1	$212K	Buy	+1,359	New	+$205K	0.02%	308

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

Roundview Capital's FTEC Position: Q2 2026 in Review

Roundview Capital held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 1,363 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #284.

Roundview Capital first reported a position in FTEC in Q1 2024 and has held it in 10 quarters since. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Roundview Capital held 1,363 shares of Fidelity MSCI Information Technology Index ETF worth $389K as of Q2 2026.
Roundview Capital left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.02% of Roundview Capital's portfolio in Q2 2026, its #284 holding.
Roundview Capital first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and has held it in 10 quarters since.
658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.