AWM
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Athena Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Athena 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 		$736K Sell
2,576
-343
-12% -$89.7K 0.55% 51
2026
Q1 		$607K Buy
2,919
+5
+0.2% +$1.1K 0.5% 51
2025
Q4 		$655K Buy
+2,914
New +$660K 0.64% 33

Other funds holding FTEC

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return

Athena Wealth Management's FTEC Position: Q2 2026 in Review

Athena Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 12% in Q2 2026, selling an estimated $89.7K and leaving 2,576 shares worth $736K. The position accounts for 0.55% of the portfolio, ranked #51.

Athena Wealth Management first reported a position in FTEC in Q4 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Athena Wealth Management held 2,576 shares of Fidelity MSCI Information Technology Index ETF worth $736K as of Q2 2026.
  • Athena Wealth Management sold 343 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $89.7K.
  • Fidelity MSCI Information Technology Index ETF made up 0.55% of Athena Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Athena Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.