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

Adams 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	$8M	Sell	28,012 -1,895	-6%	-$495K	1.53%	20
2026 Q1	$6.22M	Sell	29,907 -4,556	-13%	-$1M	1.37%	26
2025 Q4	$7.74M	Buy	34,463 +3,651	+12%	+$827K	1.65%	18
2025 Q3	$6.85M	Sell	30,812 -7,509	-20%	-$1.56M	1.47%	17
2025 Q2	$7.56M	Sell	38,321 -2,184	-5%	-$378K	1.44%	17
2025 Q1	$6.53M	Buy	+40,505	New	+$7.26M	1.28%	21
2023 Q4	–	Sell	-1,688	Closed	-$208K	–	99
2023 Q3	$208K	Sell	1,688 -16	-0.9%	-$2.06K	0.07%	88
2023 Q2	$223K	Sell	1,704 -186	-10%	-$22.1K	0.07%	92
2023 Q1	$215K	Buy	+1,890	New	+$198K	0.07%	96
2022 Q1	–	Sell	-1,619	Closed	-$219K	–	75
2021 Q4	$219K	Buy	+1,619	New	+$210K	0.06%	74
2020 Q4	–	Sell	-160	Closed	-$15K	–	164
2020 Q3	$15K	Buy	+160	New	+$14.2K	0.01%	164

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

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

Adams Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 6.3% in Q2 2026, selling an estimated $495K and leaving 28,012 shares worth $8M. The position accounts for 1.53% of the portfolio, ranked #20.

Adams Wealth Management first reported a position in FTEC in Q3 2020 and has held it in 11 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Adams Wealth Management held 28,012 shares of Fidelity MSCI Information Technology Index ETF worth $8M as of Q2 2026.
Adams Wealth Management sold 1,895 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $495K.
Fidelity MSCI Information Technology Index ETF made up 1.53% of Adams Wealth Management's portfolio in Q2 2026, its #20 holding.
Adams Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and has held it in 11 quarters since.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.