Activest Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Activest Wealth 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 Q2	–	Sell	-1	Closed	-$134	–	1403
2026 Q1	$134	Buy	+1	New	+$220	﹤0.01%	1139
2025 Q3	–	Sell	-1	Closed	-$208	–	1056
2025 Q2	$116	Sell	1 -1,266	-100%	-$219K	﹤0.01%	966
2025 Q1	$204K	Buy	1,267 +1,266	+126,600%	+$227K	0.05%	93
2024 Q4	$136	Buy	+1	New	+$183	﹤0.01%	669
2022 Q1	–	Sell	-2	Closed	–	–	348
2021 Q4	$0	Buy	+2	New	+$260	﹤0.01%	348

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

Activest Wealth Management's FTEC Position: Q2 2026 in Review

Activest Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026, closing a stake of 1 share — an estimated $134 sold.

Activest Wealth Management first reported a position in FTEC in Q4 2021 and held it in 5 quarters. The position peaked at $204K in Q1 2025. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Activest Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 1 Fidelity MSCI Information Technology Index ETF share in Q2 2026, an estimated $134.
Activest Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and held it in 5 quarters.
Activest Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $204K in Q1 2025.
658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.