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Stone House Investment Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Stone House Investment Management’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 		$229K Sell
801
-28
-3% -$7.32K 0.03% 83
2026
Q1 		$172K Hold
829
– – 0.03% 87
2025
Q4 		$186K Sell
829
-1
-0.1% -$227 0.03% 81
2025
Q3 		$184K Buy
830
+77
+10% +$16K 0.03% 82
2025
Q2 		$149K Buy
+753
New +$130K 0.03% 90
2024
Q1 		– Sell
-222
Closed -$31.9K – 416
2023
Q4 		$31.9K Sell
222
-434
-66% -$57.5K 0.01% 101
2023
Q3 		$80.6K Sell
656
-1,159
-64% -$149K 0.03% 62
2023
Q2 		$237K Sell
1,815
-139
-7% -$16.5K 0.09% 32
2023
Q1 		$223K Sell
1,954
-215
-10% -$22.5K 0.08% 34
2022
Q4 		$205K Buy
+2,169
New +$209K 0.07% 42
2022
Q3 		– Sell
-2,527
Closed -$244K – 43
2022
Q2 		$244K Sell
2,527
-26,810
-91% -$2.86M 0.11% 39
2022
Q1 		$3.61M Sell
29,337
-11,335
-28% -$1.38M 1.23% 16
2021
Q4 		$5.51M Buy
40,672
+19,492
+92% +$2.53M 1.88% 14
2021
Q3 		$2.5M Buy
21,180
+4
+0% +$490 0.97% 18
2021
Q2 		$2.49M Sell
21,176
-28,971
-58% -$3.23M 0.97% 19
2021
Q1 		$5.24M Hold
50,147
– – 2.64% 14
2020
Q4 		$5.24M Sell
50,147
-311
-0.6% -$30.2K 2.64% 14
2020
Q3 		$4.64M Sell
50,458
-2,368
-4% -$211K 1.88% 18
2020
Q2 		$4.34M Sell
52,826
-368
-0.7% -$27.1K 2.18% 16
2020
Q1 		$3.33M Sell
53,194
-21,066
-28% -$1.51M 1.95% 16
2019
Q4 		$5.38M Buy
74,260
+1,610
+2% +$109K 3.93% 8
2019
Q3 		$4.63M Sell
72,650
-1,654
-2% -$105K 2.31% 15
2019
Q2 		$4.63M Sell
74,304
-54,063
-42% -$3.3M 2.42% 15
2019
Q1 		$7.61M Sell
128,367
-2,453
-2% -$135K 3.96% 8
2018
Q4 		$6.44M Sell
130,820
-345
-0.3% -$18.5K 4.07% 9
2018
Q3 		$7.9M Buy
131,165
+66,839
+104% +$3.91M 4.53% 7
2018
Q2 		$3.56M Sell
64,326
-3,669
-5% -$200K 2.26% 18
2018
Q1 		$3.53M Buy
67,995
+2,092
+3% +$111K 2.29% 17
2017
Q4 		$3.29M Buy
65,903
+23,169
+54% +$1.14M 2.23% 15
2017
Q3 		$1.97M Sell
42,734
-1,893
-4% -$85.1K 1.41% 20
2017
Q2 		$1.91M Sell
44,627
-180
-0.4% -$7.69K 1.37% 19
2017
Q1 		$1.84M Buy
44,807
+564
+1% +$22.4K 1.38% 20
2016
Q4 		$1.63M Buy
+44,243
New +$1.62M 1.37% 24

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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

Stone House Investment Management's FTEC Position: Q2 2026 in Review

Stone House Investment Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3.4% in Q2 2026, selling an estimated $7.32K and leaving 801 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #83.

Stone House Investment Management first reported a position in FTEC in Q4 2016 and has held it in 33 quarters since. The position peaked at $7.9M in Q3 2018. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Stone House Investment Management held 801 shares of Fidelity MSCI Information Technology Index ETF worth $229K as of Q2 2026.
  • Stone House Investment Management sold 28 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $7.32K.
  • Fidelity MSCI Information Technology Index ETF made up 0.03% of Stone House Investment Management's portfolio in Q2 2026, its #83 holding.
  • Stone House Investment Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2016 and has held it in 33 quarters since.
  • Stone House Investment Management's Fidelity MSCI Information Technology Index ETF position peaked at $7.9M in Q3 2018.
  • 651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.