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

BIP 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 		$652K Buy
2,282
+68
+3% +$17.8K 0.02% 333
2026
Q1 		$461K Sell
2,214
-276
-11% -$60.6K 0.02% 309
2025
Q4 		$559K Sell
2,490
-403
-14% -$91.3K 0.02% 282
2025
Q3 		$643K Buy
2,893
+2
+0.1% +$416 0.03% 157
2025
Q2 		$570K Sell
2,891
-367
-11% -$63.5K 0.04% 146
2025
Q1 		$525K Buy
3,258
+54
+2% +$9.68K 0.03% 149
2024
Q4 		$592K Buy
3,204
+48
+2% +$8.77K 0.04% 133
2024
Q3 		$551K Hold
3,156
– – 0.04% 136
2024
Q2 		$541K Hold
3,156
– – 0.04% 110
2024
Q1 		$492K Buy
+3,156
New +$475K 0.04% 126

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

BIP Wealth's FTEC Position: Q2 2026 in Review

BIP Wealth increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3.1% in Q2 2026, buying an estimated $17.8K and bringing the position to 2,282 shares worth $652K. The position accounts for 0.02% of the portfolio, ranked #333.

BIP Wealth first reported a position in FTEC in Q1 2024 and has held it in 10 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • BIP Wealth held 2,282 shares of Fidelity MSCI Information Technology Index ETF worth $652K as of Q2 2026.
  • BIP Wealth bought 68 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $17.8K.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #333 holding.
  • BIP Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.