Samalin Investment Counsel’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Samalin Investment Counsel’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	$4.27M	Buy	14,953 +1,422	+11%	+$372K	1.33%	11
2026 Q1	$2.82M	Buy	13,531 +1,857	+16%	+$408K	1%	24
2025 Q4	$2.62M	Sell	11,674 -667	-5%	-$151K	0.93%	24
2025 Q3	$2.74M	Sell	12,341 -475	-4%	-$98.8K	0.94%	24
2025 Q2	$2.53M	Buy	12,816 +685	+6%	+$119K	0.97%	21
2025 Q1	$1.96M	Buy	12,131 +1,453	+14%	+$260K	0.79%	26
2024 Q4	$1.97M	Buy	10,678 +167	+2%	+$30.5K	0.85%	26
2024 Q3	$1.83M	Buy	10,511 +620	+6%	+$105K	0.8%	25
2024 Q2	$1.7M	Buy	9,891 +1,366	+16%	+$216K	0.79%	25
2024 Q1	$1.33M	Buy	8,525 +1,931	+29%	+$291K	0.63%	38
2023 Q4	$947K	Buy	6,594 +244	+4%	+$32.3K	0.48%	49
2023 Q3	$781K	Buy	6,350 +9	+0.1%	+$1.16K	0.45%	64
2023 Q2	$828K	Buy	6,341 +9	+0.1%	+$1.07K	0.45%	59
2023 Q1	$722K	Buy	6,332 +10	+0.2%	+$1.05K	0.44%	58
2022 Q4	$597K	Sell	6,322 -710	-10%	-$68.6K	0.38%	79
2022 Q3	$639K	Sell	7,032 -387	-5%	-$40.2K	0.47%	55
2022 Q2	$716K	Sell	7,419 -8	-0.1%	-$852	0.5%	55
2022 Q1	$914K	Buy	7,427 +10	+0.1%	+$1.21K	0.55%	48
2021 Q4	$1M	Buy	7,417 +680	+10%	+$88.3K	0.6%	42
2021 Q3	$799K	Buy	6,737 +13	+0.2%	+$1.59K	0.52%	48
2021 Q2	$792K	Buy	6,724 +221	+3%	+$24.6K	0.51%	45
2021 Q1	$688K	Buy	6,503 +659	+11%	+$70K	0.46%	67
2020 Q4	$611K	Buy	5,844 +258	+5%	+$25.1K	0.46%	58
2020 Q3	$514K	Sell	5,586 -247	-4%	-$22K	0.46%	58
2020 Q2	$479K	Buy	5,833 +993	+21%	+$73.2K	0.5%	59
2020 Q1	$303K	Buy	4,840 +17	+0.4%	+$1.22K	0.41%	77
2019 Q4	$349K	Buy	+4,823	New	+$327K	0.29%	98

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

Samalin Investment Counsel's FTEC Position: Q2 2026 in Review

Samalin Investment Counsel increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 11% in Q2 2026, buying an estimated $372K and bringing the position to 14,953 shares worth $4.27M. The position accounts for 1.33% of the portfolio, ranked #11.

Samalin Investment Counsel first reported a position in FTEC in Q4 2019 and has held it in 27 quarters since. 656 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Samalin Investment Counsel held 14,953 shares of Fidelity MSCI Information Technology Index ETF worth $4.27M as of Q2 2026.
Samalin Investment Counsel bought 1,422 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $372K.
Fidelity MSCI Information Technology Index ETF made up 1.33% of Samalin Investment Counsel's portfolio in Q2 2026, its #11 holding.
Samalin Investment Counsel first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and has held it in 27 quarters since.
656 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.