Cassaday & Co Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Cassaday & Co 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	$640K	Hold	2,240	–	–	0.01%	200
2026 Q1	$466K	Hold	2,240	–	–	0.01%	229
2025 Q4	$503K	Hold	2,240	–	–	0.01%	219
2025 Q3	$498K	Buy	+2,240	New	+$466K	0.01%	214

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

Cassaday & Co Wealth Management's FTEC Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 2,240 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #200.

Cassaday & Co Wealth Management first reported a position in FTEC in Q3 2025 and has held it in 4 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Cassaday & Co Wealth Management held 2,240 shares of Fidelity MSCI Information Technology Index ETF worth $640K as of Q2 2026.
Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management's portfolio in Q2 2026, its #200 holding.
Cassaday & Co Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2025 and has held it in 4 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.