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Ballast Rock Private Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Ballast Rock Private Wealth’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
+737
New +$193K 0.1% 185
2026
Q1 		– Sell
-1,605
Closed -$361K – 180
2025
Q4 		$361K Buy
+1,605
New +$364K 0.23% 123

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

Ballast Rock Private Wealth's FTEC Position: Q2 2026 in Review

Ballast Rock Private Wealth opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 737 shares worth $210K. The stake represents 0.1% of the portfolio and ranks #185 among its holdings. This is a return to the name: Ballast Rock Private Wealth previously reported a position in FTEC as recently as Q4 2025.

Ballast Rock Private Wealth first reported a position in FTEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $361K in Q4 2025. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Ballast Rock Private Wealth held 737 shares of Fidelity MSCI Information Technology Index ETF worth $210K as of Q2 2026.
  • Fidelity MSCI Information Technology Index ETF was a new Ballast Rock Private Wealth position in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.1% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #185 holding.
  • Ballast Rock Private Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Ballast Rock Private Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $361K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.