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

Calamos 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	$692K	Buy	2,422 +22	+0.9%	+$5.75K	0.02%	270
2026 Q1	$499K	Hold	2,400	–	–	0.02%	296
2025 Q4	$539K	Hold	2,400	–	–	0.02%	263
2025 Q3	$533K	Hold	2,400	–	–	0.02%	256
2025 Q2	$473K	Sell	2,400 -770	-24%	-$133K	0.02%	246
2025 Q1	$511K	Buy	3,170 +150	+5%	+$26.9K	0.03%	206
2024 Q4	$558K	Hold	3,020	–	–	0.03%	205
2024 Q3	$527K	Hold	3,020	–	–	0.03%	212
2024 Q2	$518K	Hold	3,020	–	–	0.03%	199
2024 Q1	$471K	Hold	3,020	–	–	0.03%	212
2023 Q4	$434K	Hold	3,020	–	–	0.03%	209
2023 Q3	$371K	Buy	3,020 +527	+21%	+$67.8K	0.03%	226
2023 Q2	$326K	Hold	2,493	–	–	0.02%	247
2023 Q1	$284K	Hold	2,493	–	–	0.02%	260
2022 Q4	$236K	Hold	2,493	–	–	0.02%	289
2022 Q3	$227K	Hold	2,493	–	–	0.02%	288
2022 Q2	$241K	Hold	2,493	–	–	0.02%	285
2022 Q1	$307K	Hold	2,493	–	–	0.02%	280
2021 Q4	$338K	Hold	2,493	–	–	0.02%	271
2021 Q3	$296K	Sell	2,493 -248	-9%	-$30.4K	0.02%	285
2021 Q2	$323K	Buy	2,741 +248	+10%	+$27.6K	0.03%	283
2021 Q1	$264K	Hold	2,493	–	–	0.02%	278
2020 Q4	$261K	Buy	+2,493	New	+$242K	0.02%	261

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

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

Calamos Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.92% in Q2 2026, buying an estimated $5.75K and bringing the position to 2,422 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #270.

Calamos Wealth Management first reported a position in FTEC in Q4 2020 and has held it in 23 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Calamos Wealth Management held 2,422 shares of Fidelity MSCI Information Technology Index ETF worth $692K as of Q2 2026.
Calamos Wealth Management bought 22 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $5.75K.
Fidelity MSCI Information Technology Index ETF made up 0.02% of Calamos Wealth Management's portfolio in Q2 2026, its #270 holding.
Calamos Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 23 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.