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

Summit Trail 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	$968K	Buy	3,390 +4	+0.1%	+$1.05K	0.01%	1003
2026 Q1	$705K	Sell	3,386 -86	-2%	-$18.9K	0.01%	1056
2025 Q4	$780K	Buy	3,472 +4	+0.1%	+$906	0.01%	931
2025 Q3	$770K	Buy	3,468 +89	+3%	+$18.5K	0.01%	949
2025 Q2	$666K	Buy	+3,379	New	+$585K	0.01%	624

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 Trail Advisors's FTEC Position: Q2 2026 in Review

Summit Trail Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.12% in Q2 2026, buying an estimated $1.05K and bringing the position to 3,390 shares worth $968K. The position accounts for 0.01% of the portfolio, ranked #1003.

Summit Trail Advisors first reported a position in FTEC in Q2 2025 and has held it in 5 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Summit Trail Advisors held 3,390 shares of Fidelity MSCI Information Technology Index ETF worth $968K as of Q2 2026.
Summit Trail Advisors bought 4 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $1.05K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1003 holding.
Summit Trail Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2025 and has held it in 5 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.