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

Succession 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	$3.41M	Buy	+11,956	New	+$3.13M	3.25%	7

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

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 $80B AUM 26.12% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Succession Financial's FTEC Position: Q2 2026 in Review

Succession Financial opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 11,956 shares worth $3.41M. The stake represents 3.25% of the portfolio and ranks #7 among its holdings.

631 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Succession Financial held 11,956 shares of Fidelity MSCI Information Technology Index ETF worth $3.41M as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new Succession Financial position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 3.25% of Succession Financial's portfolio in Q2 2026, its #7 holding.
631 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.