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

Axxcess 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	$443K	Buy	+1,552	New	+$406K	0.01%	751
2024 Q1	–	Sell	-2,333	Closed	-$335K	–	891
2023 Q4	$335K	Buy	2,333 +277	+13%	+$36.7K	0.01%	618
2023 Q3	$253K	Sell	2,056 -929	-31%	-$119K	0.01%	646
2023 Q2	$390K	Buy	2,985 +21	+0.7%	+$2.49K	0.03%	399
2023 Q1	$338K	Buy	+2,964	New	+$310K	0.03%	453
2022 Q4	–	Sell	-7,150	Closed	-$650K	–	629
2022 Q3	$650K	Buy	+7,150	New	+$744K	0.06%	264

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

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

Axxcess Wealth Management opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 1,552 shares worth $443K. The stake represents 0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FTEC as recently as Q4 2023.

Axxcess Wealth Management first reported a position in FTEC in Q3 2022 and has held it in 6 quarters since. The position peaked at $650K in Q3 2022. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Axxcess Wealth Management held 1,552 shares of Fidelity MSCI Information Technology Index ETF worth $443K as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new Axxcess Wealth Management position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #751 holding.
Axxcess Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2022 and has held it in 6 quarters since.
Axxcess Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $650K in Q3 2022.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.