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

Avior 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	$2.38M	Sell	8,316 -200	-2%	-$52.3K	0.06%	229
2026 Q1	$1.77M	Sell	8,516 -103	-1%	-$22.6K	0.05%	265
2025 Q4	$1.94M	Sell	8,619 -170	-2%	-$38.5K	0.06%	204
2025 Q3	$1.95M	Sell	8,789 -4	-0%	-$832	0.06%	198
2025 Q2	$1.73M	Sell	8,793 -231	-3%	-$40K	0.06%	196
2025 Q1	$1.46M	Sell	9,024 -268	-3%	-$48K	0.06%	212
2024 Q4	$1.72M	Buy	9,292 +113	+1%	+$20.7K	0.06%	191
2024 Q3	$1.6M	Sell	9,179 -272	-3%	-$46K	0.06%	201
2024 Q2	$1.62M	Buy	9,451 +1	+0%	+$158	0.07%	180
2024 Q1	$1.47M	Sell	9,450 -9	-0.1%	-$1.35K	0.07%	211
2023 Q4	$1.36M	Buy	9,459 +2	+0%	+$265	0.08%	162
2023 Q3	$1.16M	Buy	9,457 +6	+0.1%	+$772	0.08%	171
2023 Q2	$1.23M	Buy	9,451 +200	+2%	+$23.7K	0.08%	167
2023 Q1	$1.05M	Buy	9,251 +2	+0%	+$209	0.07%	195
2022 Q4	$874K	Sell	9,249 -42	-0.5%	-$4.05K	0.07%	203
2022 Q3	$844K	Buy	9,291 +7,686	+479%	+$799K	0.07%	189
2022 Q2	$154K	Sell	1,605 -13	-0.8%	-$1.39K	0.02%	451
2022 Q1	$199K	Sell	1,618 -1	-0.1%	-$121	0.02%	434
2021 Q4	$219K	Sell	1,619 -17	-1%	-$2.21K	0.02%	414
2021 Q3	$194K	Sell	1,636 -351	-18%	-$43K	0.02%	422
2021 Q2	$234K	Sell	1,987 -135	-6%	-$15K	0.02%	388
2021 Q1	$224K	Buy	2,122 +563	+36%	+$59.8K	0.02%	387
2020 Q4	$163K	Sell	1,559 -316	-17%	-$30.7K	0.02%	396
2020 Q3	$172K	Sell	1,875 -2,433	-56%	-$217K	0.02%	384
2020 Q2	$354K	Sell	4,308 -2,820	-40%	-$208K	0.06%	307
2020 Q1	$446K	Sell	7,128 -4,162	-37%	-$299K	0.09%	212
2019 Q4	$818K	Sell	11,290 -2,445	-18%	-$166K	0.13%	158
2019 Q3	$875K	Sell	13,735 -5,793	-30%	-$369K	0.15%	136
2019 Q2	$1.22M	Buy	+19,528	New	+$1.19M	0.22%	105

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

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

Avior Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.3% in Q2 2026, selling an estimated $52.3K and leaving 8,316 shares worth $2.38M. The position accounts for 0.06% of the portfolio, ranked #229.

Avior Wealth Management first reported a position in FTEC in Q2 2019 and has held it in 29 quarters since. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Avior Wealth Management held 8,316 shares of Fidelity MSCI Information Technology Index ETF worth $2.38M as of Q2 2026.
Avior Wealth Management sold 200 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $52.3K.
Fidelity MSCI Information Technology Index ETF made up 0.06% of Avior Wealth Management's portfolio in Q2 2026, its #229 holding.
Avior Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2019 and has held it in 29 quarters since.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.