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

Sequoia Financial Advisors’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	$1.56M	Buy	5,470 +653	+14%	+$171K	0.01%	741
2026 Q1	$1M	Buy	4,817 +490	+11%	+$108K	0.01%	902
2025 Q4	$972K	Buy	4,327 +275	+7%	+$62.3K	0.01%	901
2025 Q3	$900K	Buy	4,052 +134	+3%	+$27.9K	0.01%	830
2025 Q2	$773K	Sell	3,918 -196	-5%	-$33.9K	0.01%	801
2025 Q1	$663K	Sell	4,114 -250	-6%	-$44.8K	0.01%	756
2024 Q4	$807K	Buy	4,364 +1,000	+30%	+$183K	0.01%	651
2024 Q3	$587K	Buy	3,364 +322	+11%	+$54.4K	0.01%	697
2024 Q2	$522K	Sell	3,042 -111	-4%	-$17.5K	0.01%	671
2024 Q1	$491K	Sell	3,153 -202	-6%	-$30.4K	0.01%	694
2023 Q4	$482K	Buy	3,355 +1,207	+56%	+$160K	0.01%	749
2023 Q3	$264K	Hold	2,148	–	–	﹤0.01%	739
2023 Q2	$281K	Sell	2,148 -69	-3%	-$8.19K	﹤0.01%	726
2023 Q1	$253K	Buy	+2,217	New	+$232K	0.01%	689
2022 Q2	–	Sell	-2,567	Closed	-$316K	–	623
2022 Q1	$316K	Buy	+2,567	New	+$311K	0.01%	485
2020 Q1	–	Sell	-3,008	Closed	-$218K	–	381
2019 Q4	$218K	Buy	+3,008	New	+$204K	0.01%	349

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

Sequoia Financial Advisors's FTEC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 14% in Q2 2026, buying an estimated $171K and bringing the position to 5,470 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #741.

Sequoia Financial Advisors first reported a position in FTEC in Q4 2019 and has held it in 16 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Sequoia Financial Advisors held 5,470 shares of Fidelity MSCI Information Technology Index ETF worth $1.56M as of Q2 2026.
Sequoia Financial Advisors bought 653 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $171K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #741 holding.
Sequoia Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and has held it in 16 quarters since.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.