Allied Private Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Allied Private Wealth’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	$2.04M	Buy	+7,403	New	+$1.94M	1.31%	13

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

Allied Private Wealth's FTEC Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 7,403 shares worth $2.04M. The stake represents 1.31% of the portfolio and ranks #13 among its holdings.

651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Allied Private Wealth held 7,403 shares of Fidelity MSCI Information Technology Index ETF worth $2.04M as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new Allied Private Wealth position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 1.31% of Allied Private Wealth's portfolio in Q2 2026, its #13 holding.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.