Stonebrook Private’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Stonebrook Private’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	$2.84M	Buy	9,951 +502	+5%	+$131K	0.52%	38
2026 Q1	$1.97M	Sell	9,449 -6,766	-42%	-$1.49M	0.42%	53
2025 Q4	$3.64M	Sell	16,215 -139	-0.8%	-$31.5K	0.76%	28
2025 Q3	$3.63M	Sell	16,354 -92	-0.6%	-$19.1K	0.79%	33
2025 Q2	$3.24M	Sell	16,446 -1,015	-6%	-$176K	0.76%	30
2025 Q1	$2.82M	Buy	17,461 +579	+3%	+$104K	0.73%	44
2024 Q4	$3.12M	Sell	16,882 -1,458	-8%	-$266K	0.82%	29
2024 Q3	$3.2M	Sell	18,340 -5,890	-24%	-$995K	0.85%	30
2024 Q2	$4.16M	Sell	24,230 -7,115	-23%	-$1.12M	1.19%	25
2024 Q1	$4.88M	Sell	31,345 -1,195	-4%	-$180K	1.43%	18
2023 Q4	$4.67M	Buy	+32,540	New	+$4.31M	1.56%	14

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

Stonebrook Private's FTEC Position: Q2 2026 in Review

Stonebrook Private increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 5.3% in Q2 2026, buying an estimated $131K and bringing the position to 9,951 shares worth $2.84M. The position accounts for 0.52% of the portfolio, ranked #38.

Stonebrook Private first reported a position in FTEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.88M in Q1 2024. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Stonebrook Private held 9,951 shares of Fidelity MSCI Information Technology Index ETF worth $2.84M as of Q2 2026.
Stonebrook Private bought 502 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $131K.
Fidelity MSCI Information Technology Index ETF made up 0.52% of Stonebrook Private's portfolio in Q2 2026, its #38 holding.
Stonebrook Private first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 11 quarters since.
Stonebrook Private's Fidelity MSCI Information Technology Index ETF position peaked at $4.88M in Q1 2024.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.