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

Summit Global Investments’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 Q1	–	Sell	-1,346	Closed	-$302K	–	500
2025 Q4	$302K	Buy	+1,346	New	+$305K	0.02%	413
2022 Q1	–	Sell	-2,400	Closed	-$325K	–	504
2021 Q4	$325K	Hold	2,400	–	–	0.02%	438
2021 Q3	$285K	Hold	2,400	–	–	0.02%	397
2021 Q2	$283K	Hold	2,400	–	–	0.02%	470
2021 Q1	$254K	Buy	+2,400	New	+$255K	0.02%	480

Other funds holding FTEC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Global Investments's FTEC Position: Q1 2026 in Review

Summit Global Investments sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2026, closing a stake of 1,346 shares — an estimated $302K sold.

Summit Global Investments first reported a position in FTEC in Q1 2021 and held it in 5 quarters. The position peaked at $325K in Q4 2021. 608 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Summit Global Investments reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2026 after selling out during the quarter.
Summit Global Investments sold 1,346 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $302K.
Summit Global Investments first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and held it in 5 quarters.
Summit Global Investments's Fidelity MSCI Information Technology Index ETF position peaked at $325K in Q4 2021.
608 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.