TFC Financial Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

TFC Financial Management’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	$424K	Hold	2,038	–	–	0.05%	84
2025 Q4	$458K	Hold	2,038	–	–	0.06%	82
2025 Q3	$453K	Hold	2,038	–	–	0.06%	82
2025 Q2	$402K	Hold	2,038	–	–	0.06%	85
2025 Q1	$329K	Sell	2,038 -145	-7%	-$26K	0.05%	89
2024 Q4	$404K	Hold	2,183	–	–	0.06%	80
2024 Q3	$381K	Buy	2,183 +3	+0.1%	+$507	0.06%	83
2024 Q2	$374K	Buy	+2,180	New	+$345K	0.07%	76

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

TFC Financial Management's FTEC Position: Q1 2026 in Review

TFC Financial Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q1 2026 at 2,038 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #84.

TFC Financial Management first reported a position in FTEC in Q2 2024 and has held it in 8 quarters since. The position peaked at $458K in Q4 2025. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

TFC Financial Management held 2,038 shares of Fidelity MSCI Information Technology Index ETF worth $424K as of Q1 2026.
TFC Financial Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Information Technology Index ETF made up 0.05% of TFC Financial Management's portfolio in Q1 2026, its #84 holding.
TFC Financial Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and has held it in 8 quarters since.
TFC Financial Management's Fidelity MSCI Information Technology Index ETF position peaked at $458K in Q4 2025.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.