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

Sowell Financial Services’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
Q1 		$398K Sell
1,915
-66
-3% -$14.5K 0.01% 721
2025
Q4 		$445K Sell
1,981
-21
-1% -$4.76K 0.02% 684
2025
Q3 		$445K Sell
2,002
-18
-0.9% -$3.74K 0.02% 664
2025
Q2 		$398K Sell
2,020
-167
-8% -$28.9K 0.02% 677
2025
Q1 		$353K Buy
+2,187
New +$392K 0.02% 697
2024
Q1 		– Sell
-11,090
Closed -$1.59M – 556
2023
Q4 		$1.59M Buy
+11,090
New +$1.47M 0.09% 252
2023
Q3 		– Sell
-24,943
Closed -$3.26M – 538
2023
Q2 		$3.26M Buy
24,943
+5,946
+31% +$706K 0.18% 134
2023
Q1 		$2.17M Buy
+18,997
New +$1.99M 0.17% 142
2022
Q3 		– Sell
-86,459
Closed -$3.06M – 425
2022
Q2 		$3.06M Buy
+86,459
New +$9.21M 0.28% 81
2021
Q2 		– Sell
-13,088
Closed -$1.43M – 1323
2021
Q1 		$1.43M Buy
13,088
+2,577
+25% +$274K 0.05% 317
2020
Q4 		$1.1M Buy
10,511
+309
+3% +$30K 0.05% 310
2020
Q3 		$939K Sell
10,202
-267
-3% -$23.8K 0.05% 310
2020
Q2 		$861K Buy
10,469
+4,032
+63% +$297K 0.05% 310
2020
Q1 		$404K Buy
6,437
+1,639
+34% +$118K 0.03% 453
2019
Q4 		$348K Sell
4,798
-2,783
-37% -$189K 0.03% 556
2019
Q3 		$483K Buy
+7,581
New +$482K 0.04% 423
2019
Q1 		$542K Buy
9,139
+792
+9% +$43.5K 0.06% 308
2018
Q4 		$411K Buy
+8,347
New +$448K 0.06% 315

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sowell Financial Services's FTEC Position: Q1 2026 in Review

Sowell Financial Services reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3.3% in Q1 2026, selling an estimated $14.5K and leaving 1,915 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #721.

Sowell Financial Services first reported a position in FTEC in Q4 2018 and has held it in 18 quarters since. The position peaked at $3.26M in Q2 2023. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Sowell Financial Services held 1,915 shares of Fidelity MSCI Information Technology Index ETF worth $398K as of Q1 2026.
  • Sowell Financial Services sold 66 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $14.5K.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #721 holding.
  • Sowell Financial Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2018 and has held it in 18 quarters since.
  • Sowell Financial Services's Fidelity MSCI Information Technology Index ETF position peaked at $3.26M in Q2 2023.
  • 603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.