Soltis Investment Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Soltis Investment 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	$2.23M	Sell	7,805 -1,424	-15%	-$372K	0.12%	155
2026 Q1	$1.92M	Buy	9,229 +1,084	+13%	+$238K	0.12%	150
2025 Q4	$1.83M	Buy	8,145 +1,446	+22%	+$328K	0.12%	148
2025 Q3	$1.49M	Buy	6,699 +17	+0.3%	+$3.54K	0.1%	168
2025 Q2	$1.32M	Sell	6,682 -57	-0.8%	-$9.86K	0.1%	158
2025 Q1	$1.09M	Sell	6,739 -91	-1%	-$16.3K	0.1%	163
2024 Q4	$1.26M	Buy	6,830 +354	+5%	+$64.7K	0.12%	151
2024 Q3	$1.13M	Sell	6,476 -162	-2%	-$27.4K	0.11%	146
2024 Q2	$1.14M	Sell	6,638 -95	-1%	-$15K	0.12%	144
2024 Q1	$1.05M	Sell	6,733 -291	-4%	-$43.8K	0.12%	149
2023 Q4	$1.01M	Sell	7,024 -18,038	-72%	-$2.39M	0.11%	141
2023 Q3	$3.08M	Sell	25,062 -3,747	-13%	-$482K	0.4%	79
2023 Q2	$3.76M	Sell	28,809 -338	-1%	-$40.1K	0.44%	68
2023 Q1	$3.32M	Buy	29,147 +21,947	+305%	+$2.29M	0.42%	69
2022 Q4	$680K	Sell	7,200 -729	-9%	-$70.4K	0.09%	142
2022 Q3	$721K	Sell	7,929 -189	-2%	-$19.7K	0.11%	140
2022 Q2	$783K	Buy	8,118 +1,199	+17%	+$128K	0.11%	140
2022 Q1	$852K	Sell	6,919 -8,942	-56%	-$1.08M	0.12%	136
2021 Q4	$2.15M	Buy	15,861 +5,716	+56%	+$742K	0.3%	74
2021 Q3	$1.2M	Buy	10,145 +654	+7%	+$80.1K	0.19%	110
2021 Q2	$1.12M	Buy	9,491 +2,006	+27%	+$224K	0.18%	109
2021 Q1	$792K	Sell	7,485 -262	-3%	-$27.8K	0.14%	115
2020 Q4	$810K	Buy	7,747 +367	+5%	+$35.7K	0.15%	109
2020 Q3	$679K	Sell	7,380 -36,713	-83%	-$3.27M	0.16%	109
2020 Q2	$3.63M	Buy	+44,093	New	+$3.25M	0.94%	26
2020 Q1	–	Sell	-24,492	Closed	-$1.77M	–	171
2019 Q4	$1.77M	Buy	+24,492	New	+$1.66M	0.34%	46

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

Soltis Investment Advisors's FTEC Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 15% in Q2 2026, selling an estimated $372K and leaving 7,805 shares worth $2.23M. The position accounts for 0.12% of the portfolio, ranked #155.

Soltis Investment Advisors first reported a position in FTEC in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.76M in Q2 2023. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Soltis Investment Advisors held 7,805 shares of Fidelity MSCI Information Technology Index ETF worth $2.23M as of Q2 2026.
Soltis Investment Advisors sold 1,424 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $372K.
Fidelity MSCI Information Technology Index ETF made up 0.12% of Soltis Investment Advisors's portfolio in Q2 2026, its #155 holding.
Soltis Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and has held it in 26 quarters since.
Soltis Investment Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $3.76M in Q2 2023.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.