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

Stifel Financial’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	$31.8M	Buy	111,207 +606	+0.5%	+$158K	0.03%	514
2026 Q1	$23M	Sell	110,601 -9,210	-8%	-$2.02M	0.02%	582
2025 Q4	$26.9M	Buy	119,811 +3,001	+3%	+$680K	0.02%	531
2025 Q3	$26M	Sell	116,810 -610	-0.5%	-$127K	0.02%	536
2025 Q2	$23.2M	Buy	117,420 +1,189	+1%	+$206K	0.02%	541
2025 Q1	$18.7M	Sell	116,231 -4,114	-3%	-$737K	0.02%	583
2024 Q4	$22.2M	Sell	120,345 -229	-0.2%	-$41.9K	0.02%	538
2024 Q3	$21M	Buy	120,574 +12,681	+12%	+$2.14M	0.02%	558
2024 Q2	$18.5M	Sell	107,893 -9,207	-8%	-$1.46M	0.02%	574
2024 Q1	$18.2M	Buy	117,100 +2,618	+2%	+$394K	0.02%	585
2023 Q4	$16.4M	Sell	114,482 -1,961	-2%	-$260K	0.02%	591
2023 Q3	$14.3M	Buy	116,443 +272	+0.2%	+$35K	0.02%	587
2023 Q2	$15.2M	Sell	116,171 -1,596	-1%	-$189K	0.02%	565
2023 Q1	$13.4M	Sell	117,767 -2,477	-2%	-$259K	0.02%	582
2022 Q4	$11.4M	Buy	120,244 +15,765	+15%	+$1.52M	0.02%	615
2022 Q3	$9.5M	Buy	104,479 +5,558	+6%	+$578K	0.02%	649
2022 Q2	$9.55M	Buy	98,921 +8,777	+10%	+$935K	0.01%	668
2022 Q1	$11.1M	Sell	90,144 -1,383	-2%	-$168K	0.02%	675
2021 Q4	$12.4M	Sell	91,527 -6,786	-7%	-$881K	0.02%	655
2021 Q3	$11.7M	Sell	98,313 -413	-0.4%	-$50.6K	0.02%	665
2021 Q2	$11.6M	Sell	98,726 -1,691	-2%	-$188K	0.02%	656
2021 Q1	$10.6M	Buy	100,417 +2,888	+3%	+$307K	0.02%	632
2020 Q4	$10.2M	Buy	97,529 +1,127	+1%	+$110K	0.02%	599
2020 Q3	$8.88M	Sell	96,402 -7,160	-7%	-$637K	0.02%	572
2020 Q2	$8.52M	Sell	103,562 -4,390	-4%	-$324K	0.02%	548
2020 Q1	$6.77M	Buy	107,952 +8,202	+8%	+$589K	0.02%	561
2019 Q4	$7.23M	Sell	99,750 -3,448	-3%	-$234K	0.02%	734
2019 Q3	$6.58M	Sell	103,198 -3,185	-3%	-$203K	0.02%	713
2019 Q2	$6.63M	Sell	106,383 -2,321	-2%	-$142K	0.02%	734
2019 Q1	$6.4M	Sell	108,704 -8,012	-7%	-$440K	0.02%	699
2018 Q4	$5.75M	Buy	116,716 +112,331	+2,562%	+$6.03M	0.02%	707
2018 Q3	$264K	Buy	+4,385	New	+$257K	﹤0.01%	2432

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

Stifel Financial's FTEC Position: Q2 2026 in Review

Stifel Financial increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.55% in Q2 2026, buying an estimated $158K and bringing the position to 111,207 shares worth $31.8M. The position accounts for 0.03% of the portfolio, ranked #514.

Stifel Financial first reported a position in FTEC in Q3 2018 and has held it in 32 quarters since. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Stifel Financial held 111,207 shares of Fidelity MSCI Information Technology Index ETF worth $31.8M as of Q2 2026.
Stifel Financial bought 606 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $158K.
Fidelity MSCI Information Technology Index ETF made up 0.03% of Stifel Financial's portfolio in Q2 2026, its #514 holding.
Stifel Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2018 and has held it in 32 quarters since.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.