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

Clear Wave 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 		$11.6M Sell
40,454
-16,182
-29% -$4.23M 2.13% 13
2026
Q1 		$11.8M Buy
+56,636
New +$12.4M 2.55% 12

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

Clear Wave Wealth Management's FTEC Position: Q2 2026 in Review

Clear Wave Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 29% in Q2 2026, selling an estimated $4.23M and leaving 40,454 shares worth $11.6M. The position accounts for 2.13% of the portfolio, ranked #13.

Clear Wave Wealth Management first reported a position in FTEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.8M in Q1 2026. 648 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Clear Wave Wealth Management held 40,454 shares of Fidelity MSCI Information Technology Index ETF worth $11.6M as of Q2 2026.
  • Clear Wave Wealth Management sold 16,182 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $4.23M.
  • Fidelity MSCI Information Technology Index ETF made up 2.13% of Clear Wave Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Clear Wave Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2026 and has held it in 2 quarters since.
  • Clear Wave Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $11.8M in Q1 2026.
  • 648 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.