Valley National Advisers’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Valley National Advisers’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	$50.8K	Sell	178 -171	-49%	-$44.7K	0.01%	412
2026 Q1	$72K	Sell	349 -16	-4%	-$3.52K	0.01%	361
2025 Q4	$82K	Buy	365 +171	+88%	+$38.7K	0.01%	340
2025 Q3	$43K	Sell	194 -171	-47%	-$35.6K	0.01%	396
2025 Q2	$72K	Hold	365	–	–	0.01%	344
2025 Q1	$58K	Hold	365	–	–	0.01%	357
2024 Q4	$67K	Hold	365	–	–	0.01%	324
2024 Q3	$63K	Hold	365	–	–	0.01%	333
2024 Q2	$62K	Hold	365	–	–	0.01%	362
2024 Q1	$56K	Sell	365 -35	-9%	-$5.27K	0.01%	392
2023 Q4	$57K	Sell	400 -4,670	-92%	-$618K	0.01%	384
2023 Q3	$623K	Sell	5,070 -89	-2%	-$11.4K	0.11%	135
2023 Q2	$675K	Sell	5,159 -36	-0.7%	-$4.27K	0.11%	137
2023 Q1	$578K	Buy	5,195 +149	+3%	+$15.6K	0.1%	155
2022 Q4	$495K	Sell	5,046 -261	-5%	-$25.2K	0.09%	169
2022 Q3	$492K	Buy	5,307 +4,965	+1,452%	+$516K	0.1%	161
2022 Q2	$35K	Buy	342 +1	+0.3%	+$107	0.01%	399
2022 Q1	$42K	Buy	341 +15	+5%	+$1.82K	0.01%	403
2021 Q4	$44K	Hold	326	–	–	0.01%	379
2021 Q3	$39K	Buy	326 +1	+0.3%	+$122	0.01%	368
2021 Q2	$38K	Hold	325	–	–	0.01%	377
2021 Q1	$34K	Hold	325	–	–	0.01%	374
2020 Q4	$34K	Sell	325 -275	-46%	-$26.7K	0.01%	356
2020 Q3	$55K	Buy	600 +1	+0.2%	+$89	0.01%	282
2020 Q2	$49K	Hold	599	–	–	0.01%	299
2020 Q1	$38K	Sell	599 -174	-23%	-$12.5K	0.01%	311
2019 Q4	$56K	Buy	773 +165	+27%	+$11.2K	0.01%	301
2019 Q3	$39K	Sell	608 -96	-14%	-$6.11K	0.01%	331
2019 Q2	$44K	Sell	704 -2,080	-75%	-$127K	0.01%	297
2019 Q1	$165K	Sell	2,784 -211	-7%	-$11.6K	0.05%	183
2018 Q4	$147K	Buy	2,995 +394	+15%	+$21.1K	0.05%	182
2018 Q3	$157K	Buy	2,601 +599	+30%	+$35.1K	0.05%	179
2018 Q2	$111K	Buy	2,002 +91	+5%	+$4.96K	0.04%	206
2018 Q1	$99K	Buy	+1,911	New	+$101K	0.04%	205

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

Valley National Advisers's FTEC Position: Q2 2026 in Review

Valley National Advisers reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 49% in Q2 2026, selling an estimated $44.7K and leaving 178 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #412.

Valley National Advisers first reported a position in FTEC in Q1 2018 and has held it in 34 quarters since. The position peaked at $675K in Q2 2023. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Valley National Advisers held 178 shares of Fidelity MSCI Information Technology Index ETF worth $50.8K as of Q2 2026.
Valley National Advisers sold 171 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $44.7K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #412 holding.
Valley National Advisers first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2018 and has held it in 34 quarters since.
Valley National Advisers's Fidelity MSCI Information Technology Index ETF position peaked at $675K in Q2 2023.
658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.