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

Summit 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	$13.1M	Sell	45,909 -3,677	-7%	-$961K	0.14%	128
2026 Q1	$10.3M	Buy	49,586 +1,064	+2%	+$234K	0.13%	149
2025 Q4	$10.9M	Sell	48,522 -3,991	-8%	-$904K	0.16%	116
2025 Q3	$11.7M	Buy	52,513 +35,993	+218%	+$7.48M	0.18%	108
2025 Q2	$3.26M	Buy	16,520 +2,335	+16%	+$404K	0.07%	219
2025 Q1	$2.29M	Sell	14,185 -178	-1%	-$31.9K	0.06%	238
2024 Q4	$2.66M	Buy	14,363 +536	+4%	+$98K	0.09%	178
2024 Q3	$2.41M	Buy	+13,827	New	+$2.34M	0.09%	162
2024 Q2	–	Sell	-1,301	Closed	-$203K	–	492
2024 Q1	$203K	Buy	+1,301	New	+$196K	0.01%	372
2022 Q1	–	Sell	-1,699	Closed	-$230K	–	252
2021 Q4	$230K	Buy	1,699 +2	+0.1%	+$260	0.02%	227
2021 Q3	$201K	Buy	+1,697	New	+$208K	0.02%	216

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

Summit Financial's FTEC Position: Q2 2026 in Review

Summit Financial reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 7.4% in Q2 2026, selling an estimated $961K and leaving 45,909 shares worth $13.1M. The position accounts for 0.14% of the portfolio, ranked #128.

Summit Financial first reported a position in FTEC in Q3 2021 and has held it in 11 quarters since. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Summit Financial held 45,909 shares of Fidelity MSCI Information Technology Index ETF worth $13.1M as of Q2 2026.
Summit Financial sold 3,677 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $961K.
Fidelity MSCI Information Technology Index ETF made up 0.14% of Summit Financial's portfolio in Q2 2026, its #128 holding.
Summit Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2021 and has held it in 11 quarters since.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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