AOWM
FTEC icon

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

Asset One 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 		$606K Sell
2,177
-61
-3% -$15.9K 0.06% 211
2026
Q1 		$539K Buy
2,238
+184
+9% +$40.4K 0.06% 210
2025
Q4 		$462K Buy
+2,054
New +$465K 0.06% 185

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 22.9% 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

Asset One Wealth Management's FTEC Position: Q2 2026 in Review

Asset One Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.7% in Q2 2026, selling an estimated $15.9K and leaving 2,177 shares worth $606K. The position accounts for 0.06% of the portfolio, ranked #211.

Asset One Wealth Management first reported a position in FTEC in Q4 2025 and has held it in 3 quarters since. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Asset One Wealth Management held 2,177 shares of Fidelity MSCI Information Technology Index ETF worth $606K as of Q2 2026.
  • Asset One Wealth Management sold 61 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $15.9K.
  • Fidelity MSCI Information Technology Index ETF made up 0.06% of Asset One Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Asset One Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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