Sweeney & Michel’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Sweeney & Michel’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	$2.01M	Sell	6,923 -97	-1%	-$25.4K	0.53%	35
2026 Q1	$1.59M	Buy	7,020 +406	+6%	+$89.2K	0.47%	40
2025 Q4	$1.48M	Buy	6,614 +521	+9%	+$118K	0.44%	43
2025 Q3	$1.34M	Sell	6,093 -1,364	-18%	-$284K	0.45%	43
2025 Q2	$1.49M	Buy	7,457 +566	+8%	+$97.9K	0.53%	35
2025 Q1	$963K	Buy	+6,891	New	+$1.24M	0.42%	42
2024 Q3	$1.2M	Buy	6,679 +286	+4%	+$48.3K	0.47%	39
2024 Q2	$1.14M	Buy	6,393 +8	+0.1%	+$1.26K	0.49%	37
2024 Q1	$994K	Buy	+6,385	New	+$962K	0.44%	39
2023 Q3	$747K	Buy	5,743 +448	+8%	+$57.6K	0.39%	47
2023 Q2	$676K	Buy	5,295 +9	+0.2%	+$1.07K	0.35%	49
2023 Q1	$660K	Buy	+5,286	New	+$553K	0.35%	49

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

Sweeney & Michel's FTEC Position: Q2 2026 in Review

Sweeney & Michel reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.4% in Q2 2026, selling an estimated $25.4K and leaving 6,923 shares worth $2.01M. The position accounts for 0.53% of the portfolio, ranked #35.

Sweeney & Michel first reported a position in FTEC in Q1 2023 and has held it in 12 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Sweeney & Michel held 6,923 shares of Fidelity MSCI Information Technology Index ETF worth $2.01M as of Q2 2026.
Sweeney & Michel sold 97 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $25.4K.
Fidelity MSCI Information Technology Index ETF made up 0.53% of Sweeney & Michel's portfolio in Q2 2026, its #35 holding.
Sweeney & Michel first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2023 and has held it in 12 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.