BRWA
FTEC icon

B. Riley Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

B. Riley Wealth Advisors’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 		$594K Buy
2,135
+60
+3% +$15.7K 0.03% 426
2026
Q1 		$414K Sell
2,075
-802
-28% -$176K 0.03% 487
2025
Q4 		$646K Sell
2,877
-13
-0.4% -$2.94K 0.03% 447
2025
Q3 		$642K Buy
2,890
+239
+9% +$49.7K 0.03% 457
2025
Q2 		$523K Sell
2,651
-1,752
-40% -$303K 0.02% 515
2025
Q1 		$710K Buy
4,403
+2,037
+86% +$365K 0.02% 625
2024
Q4 		$437K Buy
2,366
+200
+9% +$36.6K 0.01% 742
2024
Q3 		$377K Buy
2,166
+211
+11% +$35.7K 0.01% 848
2024
Q2 		$335K Buy
1,955
+10
+0.5% +$1.58K 0.01% 979
2024
Q1 		$239K Buy
1,945
+150
+8% +$22.6K 0.01% 1165
2023
Q4 		$258K Sell
1,795
-150
-8% -$19.9K 0.01% 1120
2023
Q3 		$239K Buy
1,945
+400
+26% +$51.5K 0.01% 1165
2023
Q2 		$202K Buy
+1,545
New +$183K ﹤0.01% 1353
2022
Q1 		– Sell
-5,756
Closed -$780K – 1431
2021
Q4 		$780K Sell
5,756
-293
-5% -$38K 0.02% 617
2021
Q3 		$718K Sell
6,049
-331
-5% -$40.5K 0.02% 631
2021
Q2 		$752K Sell
6,380
-757
-11% -$84.4K 0.02% 614
2021
Q1 		$756K Buy
7,137
+902
+14% +$95.9K 0.03% 567
2020
Q4 		$652K Sell
6,235
-18,681
-75% -$1.82M 0.03% 450
2020
Q3 		$2.27M Buy
24,916
+3,745
+18% +$333K 0.12% 182
2020
Q2 		$1.74M Sell
21,171
-24,510
-54% -$1.81M 0.12% 187
2020
Q1 		$2.86M Buy
+45,681
New +$3.28M 0.24% 101
2017
Q3 		– Sell
-21,805
Closed -$932K – 555
2017
Q2 		$932K Sell
21,805
-932
-4% -$39.8K 0.17% 162
2017
Q1 		$936K Buy
+22,737
New +$902K 0.19% 137
2016
Q4 		– Sell
-12,730
Closed -$466K – 567
2016
Q3 		$466K Buy
12,730
+1,161
+10% +$40.8K 0.09% 284
2016
Q2 		$375K Buy
11,569
+40
+0.3% +$1.3K 0.08% 331
2016
Q1 		$383K Buy
11,529
+152
+1% +$4.7K 0.09% 285
2015
Q4 		$374K Buy
11,377
+123
+1% +$4.07K 0.08% 304
2015
Q3 		$341K Buy
11,254
+533
+5% +$16.9K 0.08% 315
2015
Q2 		$344K Buy
10,721
+1,177
+12% +$38.7K 0.09% 301
2015
Q1 		$306K Buy
9,544
+316
+3% +$10.1K 0.07% 350
2014
Q4 		$292K Buy
+9,228
New +$283K 0.01% 1138

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 22.96% 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

B. Riley Wealth Advisors's FTEC Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.9% in Q2 2026, buying an estimated $15.7K and bringing the position to 2,135 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #426.

B. Riley Wealth Advisors first reported a position in FTEC in Q4 2014 and has held it in 31 quarters since. The position peaked at $2.86M in Q1 2020. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • B. Riley Wealth Advisors held 2,135 shares of Fidelity MSCI Information Technology Index ETF worth $594K as of Q2 2026.
  • B. Riley Wealth Advisors bought 60 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $15.7K.
  • Fidelity MSCI Information Technology Index ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #426 holding.
  • B. Riley Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2014 and has held it in 31 quarters since.
  • B. Riley Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $2.86M in Q1 2020.
  • 651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.