Barlow Wealth Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Barlow Wealth Partners’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	$412K	Hold	1,492	–	–	0.04%	96
2026 Q1	$359K	Buy	1,492 +20	+1%	+$4.39K	0.04%	99
2025 Q4	$334K	Buy	1,472 +13	+0.9%	+$2.94K	0.04%	102
2025 Q3	$327K	Hold	1,459	–	–	0.04%	101
2025 Q2	$289K	Hold	1,459	–	–	0.03%	106
2025 Q1	$237K	Hold	1,459	–	–	0.03%	120
2024 Q4	$270K	Hold	1,459	–	–	0.03%	117
2024 Q3	$252K	Hold	1,459	–	–	0.03%	134
2024 Q2	$243K	Hold	1,459	–	–	0.03%	134
2024 Q1	$223K	Hold	1,459	–	–	0.03%	145
2023 Q4	$210K	Buy	+1,459	New	+$193K	0.03%	145

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

Barlow Wealth Partners's FTEC Position: Q2 2026 in Review

Barlow Wealth Partners held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 1,492 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #96.

Barlow Wealth Partners first reported a position in FTEC in Q4 2023 and has held it in 11 quarters since. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Barlow Wealth Partners held 1,492 shares of Fidelity MSCI Information Technology Index ETF worth $412K as of Q2 2026.
Barlow Wealth Partners left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.04% of Barlow Wealth Partners's portfolio in Q2 2026, its #96 holding.
Barlow Wealth Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 11 quarters since.
658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.