Acumen Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Acumen Wealth Advisors’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	$375K	Sell	1,314 -657	-33%	-$172K	0.08%	86
2026 Q1	$410K	Hold	1,971	–	–	0.11%	88
2025 Q4	$443K	Buy	+1,971	New	+$447K	0.13%	54

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

Acumen Wealth Advisors's FTEC Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 33% in Q2 2026, selling an estimated $172K and leaving 1,314 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #86.

Acumen Wealth Advisors first reported a position in FTEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $443K in Q4 2025. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Acumen Wealth Advisors held 1,314 shares of Fidelity MSCI Information Technology Index ETF worth $375K as of Q2 2026.
Acumen Wealth Advisors sold 657 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $172K.
Fidelity MSCI Information Technology Index ETF made up 0.08% of Acumen Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Acumen Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 3 quarters since.
Acumen Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $443K in Q4 2025.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.