Stonebridge Financial Planning Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Stonebridge Financial Planning Group’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	$1.18M	Sell	4,149 -215	-5%	-$56.2K	0.38%	74
2026 Q1	$908K	Buy	4,364 +33	+0.8%	+$7.25K	0.33%	89
2025 Q4	$973K	Sell	4,331 -81	-2%	-$18.4K	0.35%	85
2025 Q3	$980K	Sell	4,412 -7	-0.2%	-$1.46K	0.37%	80
2025 Q2	$872K	Buy	4,419 +23	+0.5%	+$3.98K	0.36%	83
2025 Q1	$709K	Buy	4,396 +110	+3%	+$19.7K	0.32%	86
2024 Q4	$792K	Sell	4,286 -384	-8%	-$70.2K	0.35%	81
2024 Q3	$815K	Sell	4,670 -603	-11%	-$102K	0.39%	74
2024 Q2	$904K	Sell	5,273 -168	-3%	-$26.6K	0.45%	61
2024 Q1	$848K	Sell	5,441 -651	-11%	-$98K	0.45%	63
2023 Q4	$875K	Sell	6,092 -3,501	-36%	-$464K	0.5%	52
2023 Q3	$1.18M	Sell	9,593 -2,127	-18%	-$274K	0.76%	40
2023 Q2	$1.53M	Buy	11,720 +236	+2%	+$28K	0.93%	32
2023 Q1	$1.31M	Sell	11,484 -2,208	-16%	-$231K	0.84%	37
2022 Q4	$1.29M	Buy	13,692 +1,094	+9%	+$106K	0.86%	38
2022 Q3	$1.15M	Buy	12,598 +2,958	+31%	+$308K	0.8%	44
2022 Q2	$930K	Buy	+9,640	New	+$1.03M	0.63%	51

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

Stonebridge Financial Planning Group's FTEC Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.9% in Q2 2026, selling an estimated $56.2K and leaving 4,149 shares worth $1.18M. The position accounts for 0.38% of the portfolio, ranked #74.

Stonebridge Financial Planning Group first reported a position in FTEC in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.53M in Q2 2023. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Stonebridge Financial Planning Group held 4,149 shares of Fidelity MSCI Information Technology Index ETF worth $1.18M as of Q2 2026.
Stonebridge Financial Planning Group sold 215 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $56.2K.
Fidelity MSCI Information Technology Index ETF made up 0.38% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #74 holding.
Stonebridge Financial Planning Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2022 and has held it in 17 quarters since.
Stonebridge Financial Planning Group's Fidelity MSCI Information Technology Index ETF position peaked at $1.53M in Q2 2023.
658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.