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

Roxbury 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 		$30.2K Hold
106
– – 0.02% 235
2026
Q1 		$22K Hold
106
– – 0.02% 248
2025
Q4 		$23.8K Hold
106
– – 0.02% 239
2025
Q3 		$23.5K Hold
106
– – 0.02% 237
2025
Q2 		$20.9K Hold
106
– – 0.02% 241
2025
Q1 		$18.8K Buy
106
+1
+1% +$179 0.02% 247
2024
Q4 		$19.6K Buy
+105
New +$19.2K 0.02% 248

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

Roxbury Financial's FTEC Position: Q2 2026 in Review

Roxbury Financial held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 106 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #235.

Roxbury Financial first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Roxbury Financial held 106 shares of Fidelity MSCI Information Technology Index ETF worth $30.2K as of Q2 2026.
  • Roxbury Financial 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 Roxbury Financial's portfolio in Q2 2026, its #235 holding.
  • Roxbury Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.