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

AE 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	$827K	Buy	2,896 +787	+37%	+$206K	﹤0.01%	987
2026 Q1	$439K	Sell	2,109 -1,984	-48%	-$436K	﹤0.01%	1179
2025 Q4	$920K	Buy	4,093 +493	+14%	+$112K	0.01%	828
2025 Q3	$800K	Buy	3,600 +287	+9%	+$59.7K	0.01%	810
2025 Q2	$653K	Buy	3,313 +222	+7%	+$38.4K	﹤0.01%	834
2025 Q1	$499K	Buy	3,091 +330	+12%	+$59.2K	﹤0.01%	927
2024 Q4	$511K	Sell	2,761 -1,797	-39%	-$328K	﹤0.01%	908
2024 Q3	$795K	Sell	4,558 -112	-2%	-$18.9K	0.01%	758
2024 Q2	$801K	Sell	4,670 -142	-3%	-$22.4K	0.01%	763
2024 Q1	$750K	Sell	4,812 -37,194	-89%	-$5.6M	0.01%	719
2023 Q4	$6.28M	Buy	42,006 +12,892	+44%	+$1.71M	0.03%	531
2023 Q3	$3.58M	Sell	29,114 -2,414	-8%	-$311K	0.02%	646
2023 Q2	$4.12M	Buy	31,528 +8,098	+35%	+$961K	0.02%	599
2023 Q1	$2.67M	Buy	23,430 +2,571	+12%	+$269K	0.02%	696
2022 Q4	$1.97M	Sell	20,859 -9,581	-31%	-$925K	0.01%	754
2022 Q3	$2.77M	Buy	30,440 +9,766	+47%	+$1.02M	0.02%	599
2022 Q2	$2M	Buy	20,674 +2,565	+14%	+$273K	0.02%	672
2022 Q1	$2.23M	Sell	18,109 -7,132	-28%	-$865K	0.02%	678
2021 Q4	$3.42M	Buy	25,241 +10,459	+71%	+$1.36M	0.02%	528
2021 Q3	$1.75M	Sell	14,782 -6,790	-31%	-$831K	0.01%	684
2021 Q2	$2.54M	Sell	21,572 -4,461	-17%	-$497K	0.02%	563
2021 Q1	$2.76M	Buy	26,033 +5,843	+29%	+$621K	0.03%	483
2020 Q4	$2.11M	Buy	20,190 +14,627	+263%	+$1.42M	0.02%	485
2020 Q3	$512K	Sell	5,563 -33,263	-86%	-$2.96M	0.01%	878
2020 Q2	$3.19M	Buy	38,826 +16,638	+75%	+$1.23M	0.05%	297
2020 Q1	$1.39M	Buy	22,188 +19,416	+700%	+$1.39M	0.03%	401
2019 Q4	$201K	Buy	+2,772	New	+$188K	﹤0.01%	1058
2019 Q2	–	Sell	-4,097	Closed	-$243K	–	983
2019 Q1	$243K	Buy	+4,097	New	+$225K	0.02%	537

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

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

AE Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 37% in Q2 2026, buying an estimated $206K and bringing the position to 2,896 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

AE Wealth Management first reported a position in FTEC in Q1 2019 and has held it in 28 quarters since. The position peaked at $6.28M in Q4 2023. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

AE Wealth Management held 2,896 shares of Fidelity MSCI Information Technology Index ETF worth $827K as of Q2 2026.
AE Wealth Management bought 787 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $206K.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #987 holding.
AE Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2019 and has held it in 28 quarters since.
AE Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $6.28M in Q4 2023.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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