Avidian Wealth Enterprises’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Avidian Wealth Enterprises’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	$210K	Buy	+735	New	+$192K	0.01%	692
2025 Q4	–	Sell	-4,138	Closed	-$919K	–	587
2025 Q3	$919K	Hold	4,138	–	–	0.03%	240
2025 Q2	$816K	Sell	4,138 -21	-0.5%	-$3.63K	0.03%	236
2025 Q1	$671K	Sell	4,159 -27	-0.6%	-$4.84K	0.03%	255
2024 Q4	$774K	Hold	4,186	–	–	0.03%	228
2024 Q3	$731K	Sell	4,186 -67	-2%	-$11.3K	0.03%	236
2024 Q2	$730K	Buy	4,253 +117	+3%	+$18.5K	0.03%	226
2024 Q1	$645K	Buy	4,136 +20	+0.5%	+$3.01K	0.03%	228
2023 Q4	$591K	Buy	4,116 +735	+22%	+$97.3K	0.04%	234
2023 Q3	$416K	Hold	3,381	–	–	0.03%	281
2023 Q2	$442K	Hold	3,381	–	–	0.03%	284
2023 Q1	$385K	Buy	+3,381	New	+$354K	0.02%	339
2022 Q1	–	Sell	-2,858	Closed	-$387K	–	527
2021 Q4	$387K	Buy	+2,858	New	+$371K	0.02%	351

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

Avidian Wealth Enterprises's FTEC Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 735 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in FTEC as recently as Q3 2025.

Avidian Wealth Enterprises first reported a position in FTEC in Q4 2021 and has held it in 13 quarters since. The position peaked at $919K in Q3 2025. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Avidian Wealth Enterprises held 735 shares of Fidelity MSCI Information Technology Index ETF worth $210K as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new Avidian Wealth Enterprises position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #692 holding.
Avidian Wealth Enterprises first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 13 quarters since.
Avidian Wealth Enterprises's Fidelity MSCI Information Technology Index ETF position peaked at $919K in Q3 2025.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.