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

BCS 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	$834K	Buy	2,921 +110	+4%	+$28.8K	0.15%	127
2026 Q1	$585K	Sell	2,811 -2,811	-50%	-$617K	0.12%	143
2025 Q4	$1.26M	Buy	5,622 +2,804	+100%	+$635K	0.13%	137
2025 Q3	$626K	Sell	2,818 -882	-24%	-$183K	0.14%	133
2025 Q2	$730K	Buy	3,700 +976	+36%	+$169K	0.16%	128
2025 Q1	$439K	Hold	2,724	–	–	0.11%	161
2024 Q4	$504K	Buy	+2,724	New	+$498K	0.13%	145
2024 Q2	–	Sell	-2,879	Closed	-$449K	–	174
2024 Q1	$449K	Sell	2,879 -9	-0.3%	-$1.35K	0.14%	144
2023 Q4	$415K	Hold	2,888	–	–	0.15%	136
2023 Q3	$355K	Buy	+2,888	New	+$371K	0.15%	133
2023 Q2	–	Sell	-6,520	Closed	-$743K	–	131
2023 Q1	$743K	Buy	6,520 +2,312	+55%	+$242K	0.34%	65
2022 Q4	$398K	Buy	4,208 +439	+12%	+$42.4K	0.17%	122
2022 Q3	$343K	Hold	3,769	–	–	0.16%	130
2022 Q2	$364K	Sell	3,769 -30	-0.8%	-$3.2K	0.16%	119
2022 Q1	$468K	Sell	3,799 -30	-0.8%	-$3.64K	0.19%	107
2021 Q4	$518K	Hold	3,829	–	–	0.19%	102
2021 Q3	$454K	Buy	3,829 +100	+3%	+$12.2K	0.19%	99
2021 Q2	$439K	Hold	3,729	–	–	0.23%	86
2021 Q1	$395K	Sell	3,729 -455	-11%	-$48.4K	0.19%	97
2020 Q4	$437K	Buy	+4,184	New	+$407K	0.23%	81

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

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

BCS Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3.9% in Q2 2026, buying an estimated $28.8K and bringing the position to 2,921 shares worth $834K. The position accounts for 0.15% of the portfolio, ranked #127.

BCS Wealth Management first reported a position in FTEC in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.26M in Q4 2025. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

BCS Wealth Management held 2,921 shares of Fidelity MSCI Information Technology Index ETF worth $834K as of Q2 2026.
BCS Wealth Management bought 110 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $28.8K.
Fidelity MSCI Information Technology Index ETF made up 0.15% of BCS Wealth Management's portfolio in Q2 2026, its #127 holding.
BCS Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 20 quarters since.
BCS Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $1.26M in Q4 2025.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.