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AIMZ Investment Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

AIMZ Investment 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
-110
-8% -$28.8K 0.1% 114
2026
Q1 		$296K Sell
1,424
-250
-15% -$54.9K 0.09% 123
2025
Q4 		$376K Buy
+1,674
New +$379K 0.11% 108

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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

AIMZ Investment Advisors's FTEC Position: Q2 2026 in Review

AIMZ Investment Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 7.7% in Q2 2026, selling an estimated $28.8K and leaving 1,314 shares worth $375K. The position accounts for 0.1% of the portfolio, ranked #114.

AIMZ Investment Advisors first reported a position in FTEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $376K in Q4 2025. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • AIMZ Investment Advisors held 1,314 shares of Fidelity MSCI Information Technology Index ETF worth $375K as of Q2 2026.
  • AIMZ Investment Advisors sold 110 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $28.8K.
  • Fidelity MSCI Information Technology Index ETF made up 0.1% of AIMZ Investment Advisors's portfolio in Q2 2026, its #114 holding.
  • AIMZ Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 3 quarters since.
  • AIMZ Investment Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $376K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.