BOK Financial Private Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

BOK Financial 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	$217K	Hold	760	–	–	0.01%	179
2026 Q1	$158K	Hold	760	–	–	0.01%	189
2025 Q4	$171K	Hold	760	–	–	0.01%	193
2025 Q3	$169K	Hold	760	–	–	0.01%	179
2025 Q2	$150K	Sell	760 -101	-12%	-$17.5K	0.01%	186
2025 Q1	$139K	Hold	861	–	–	0.01%	194
2024 Q4	$159K	Hold	861	–	–	0.01%	180
2024 Q3	$150K	Hold	861	–	–	0.01%	186
2024 Q2	$148K	Hold	861	–	–	0.01%	182
2024 Q1	$134K	Hold	861	–	–	0.01%	192
2023 Q4	$124K	Buy	861 +101	+13%	+$13.4K	0.01%	189
2023 Q3	$93.4K	Hold	760	–	–	0.01%	192
2023 Q2	$99.3K	Hold	760	–	–	0.01%	192
2023 Q1	$86.6K	Sell	760 -939	-55%	-$98.2K	0.01%	207
2022 Q4	$161K	Buy	1,699 +939	+124%	+$90.7K	0.01%	169
2022 Q3	$69K	Sell	760 -35	-4%	-$3.64K	0.01%	226
2022 Q2	$77K	Buy	+795	New	+$84.7K	0.01%	221
2022 Q1	–	Sell	-2,960	Closed	-$401K	–	321
2021 Q4	$401K	Buy	+2,960	New	+$384K	0.03%	192
2020 Q4	–	Sell	-3,982	Closed	-$367K	–	186
2020 Q3	$367K	Buy	+3,982	New	+$354K	0.04%	129
2020 Q2	–	Sell	-40,874	Closed	-$2.56M	–	175
2020 Q1	$2.56M	Buy	40,874 +35,322	+636%	+$2.53M	0.31%	68
2019 Q4	$402K	Buy	+5,552	New	+$376K	0.03%	135

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

BOK Financial Private Wealth's FTEC Position: Q2 2026 in Review

BOK Financial Private Wealth held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 760 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #179.

BOK Financial Private Wealth first reported a position in FTEC in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.56M in Q1 2020. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

BOK Financial Private Wealth held 760 shares of Fidelity MSCI Information Technology Index ETF worth $217K as of Q2 2026.
BOK Financial Private Wealth left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #179 holding.
BOK Financial Private Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and has held it in 21 quarters since.
BOK Financial Private Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $2.56M in Q1 2020.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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