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

Summit Place Financial Advisors’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	$243K	Buy	+850	New	+$222K	0.11%	99
2025 Q1	–	Sell	-1,100	Closed	-$203K	–	94
2024 Q4	$203K	Sell	1,100 -100	-8%	-$18.3K	0.12%	89
2024 Q3	$209K	Hold	1,200	–	–	0.12%	90
2024 Q2	$206K	Buy	+1,200	New	+$190K	0.12%	88
2022 Q4	–	Sell	-3,150	Closed	-$286K	–	85
2022 Q3	$286K	Hold	3,150	–	–	0.27%	77
2022 Q2	$304K	Sell	3,150 -675	-18%	-$71.9K	0.26%	82
2022 Q1	$471K	Sell	3,825 -50	-1%	-$6.07K	0.32%	78
2021 Q4	$525K	Sell	3,875 -125	-3%	-$16.2K	0.36%	74
2021 Q3	$475K	Sell	4,000 -700	-15%	-$85.7K	0.35%	74
2021 Q2	$554K	Sell	4,700 -125	-3%	-$13.9K	0.41%	70
2021 Q1	$511K	Hold	4,825	–	–	0.41%	74
2020 Q4	$504K	Sell	4,825 -975	-17%	-$94.8K	0.44%	66
2020 Q3	$534K	Buy	+5,800	New	+$516K	0.54%	61

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 Place Financial Advisors's FTEC Position: Q2 2026 in Review

Summit Place Financial Advisors opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 850 shares worth $243K. The stake represents 0.11% of the portfolio and ranks #99 among its holdings. This is a return to the name: Summit Place Financial Advisors previously reported a position in FTEC as recently as Q4 2024.

Summit Place Financial Advisors first reported a position in FTEC in Q3 2020 and has held it in 13 quarters since. The position peaked at $554K in Q2 2021. 656 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Summit Place Financial Advisors held 850 shares of Fidelity MSCI Information Technology Index ETF worth $243K as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new Summit Place Financial Advisors position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.11% of Summit Place Financial Advisors's portfolio in Q2 2026, its #99 holding.
Summit Place Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and has held it in 13 quarters since.
Summit Place Financial Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $554K in Q2 2021.
656 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.