Annis Gardner Whiting Capital Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-300	Closed	-$62.4K	–	677
2026 Q1	$62.4K	Hold	300	–	–	0.01%	538
2025 Q4	$67.4K	Hold	300	–	–	0.01%	477
2025 Q3	$66.7K	Hold	300	–	–	0.01%	450
2025 Q2	$59.2K	Hold	300	–	–	0.02%	389
2025 Q1	$48.4K	Hold	300	–	–	0.02%	353
2024 Q4	$55.5K	Hold	300	–	–	0.02%	337
2024 Q3	$52.4K	Hold	300	–	–	0.01%	360
2024 Q2	$51.5K	Hold	300	–	–	0.01%	396
2024 Q1	$46.8K	Hold	300	–	–	0.02%	390
2023 Q4	$43.1K	Buy	+300	New	+$39.7K	0.02%	315

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 22.9% 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

Annis Gardner Whiting Capital Advisors's FTEC Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026, closing a stake of 300 shares — an estimated $62.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in FTEC in Q4 2023 and held it in 10 quarters. The position peaked at $67.4K in Q4 2025. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 300 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $62.4K.
Annis Gardner Whiting Capital Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and held it in 10 quarters.
Annis Gardner Whiting Capital Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $67.4K in Q4 2025.
660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.