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 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 $32.7B AUM 19.2% 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 $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $5.8B AUM 14.71% 1-Year Est. Return

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

Sweeney & Michel's FTEC Position: Q1 2026 in Review

Sweeney & Michel increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 6.1% in Q1 2026, buying an estimated $89.2K and bringing the position to 7,020 shares worth $1.59M. The position accounts for 0.47% of the portfolio, ranked #40.

Sweeney & Michel first reported a position in FTEC in Q1 2023 and has held it in 11 quarters since. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Sweeney & Michel held 7,020 shares of Fidelity MSCI Information Technology Index ETF worth $1.59M as of Q1 2026.
Sweeney & Michel bought 406 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $89.2K.
Fidelity MSCI Information Technology Index ETF made up 0.47% of Sweeney & Michel's portfolio in Q1 2026, its #40 holding.
Sweeney & Michel first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2023 and has held it in 11 quarters since.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.