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

Amplius 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 		$281K Buy
+983
New +$257K 0.02% 170
2022
Q1 		– Sell
-62
Closed -$8K – 443
2021
Q4 		$8K Buy
+62
New +$8.05K ﹤0.01% 636

Other funds holding FTEC

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

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

Amplius Wealth Advisors opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 983 shares worth $281K. The stake represents 0.02% of the portfolio and ranks #170 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in FTEC as recently as Q4 2021.

Amplius Wealth Advisors first reported a position in FTEC in Q4 2021 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Amplius Wealth Advisors held 983 shares of Fidelity MSCI Information Technology Index ETF worth $281K as of Q2 2026.
  • Fidelity MSCI Information Technology Index ETF was a new Amplius Wealth Advisors position in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • Amplius Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.