Silver Oak Securities’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Silver Oak Securities’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	$1.33M	Sell	4,665 -1,200	-20%	-$314K	0.08%	232
2026 Q1	$1.22M	Buy	5,865 +975	+20%	+$214K	0.09%	223
2025 Q4	$1.11M	Buy	4,890 +141	+3%	+$31.9K	0.08%	264
2025 Q3	$1.06M	Buy	4,749 +659	+16%	+$137K	0.08%	249
2025 Q2	$807K	Buy	4,090 +928	+29%	+$161K	0.07%	302
2025 Q1	$511K	Sell	3,162 -1,203	-28%	-$216K	0.05%	369
2024 Q4	$815K	Buy	4,365 +216	+5%	+$39.5K	0.08%	275
2024 Q3	$721K	Buy	4,149 +107	+3%	+$18.1K	0.08%	261
2024 Q2	$693K	Buy	4,042 +541	+15%	+$85.5K	0.1%	175
2024 Q1	$546K	Sell	3,501 -123	-3%	-$18.5K	0.08%	215
2023 Q4	$521K	Buy	3,624 +299	+9%	+$39.6K	0.07%	266
2023 Q3	$409K	Sell	3,325 -690	-17%	-$88.8K	0.09%	183
2023 Q2	$524K	Buy	4,015 +65	+2%	+$7.72K	0.08%	218
2023 Q1	$451K	Sell	3,950 -337	-8%	-$35.2K	0.07%	209
2022 Q4	$405K	Buy	4,287 +962	+29%	+$92.9K	0.08%	190
2022 Q3	$409K	Buy	3,325 +256	+8%	+$26.6K	0.09%	183
2022 Q2	$320K	Buy	+3,069	New	+$327K	0.07%	189

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

Silver Oak Securities's FTEC Position: Q2 2026 in Review

Silver Oak Securities reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 20% in Q2 2026, selling an estimated $314K and leaving 4,665 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #232.

Silver Oak Securities first reported a position in FTEC in Q2 2022 and has held it in 17 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Silver Oak Securities held 4,665 shares of Fidelity MSCI Information Technology Index ETF worth $1.33M as of Q2 2026.
Silver Oak Securities sold 1,200 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $314K.
Fidelity MSCI Information Technology Index ETF made up 0.08% of Silver Oak Securities's portfolio in Q2 2026, its #232 holding.
Silver Oak Securities first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2022 and has held it in 17 quarters since.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.