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

Concord Wealth Partners’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	$330K	Buy	1,157 +1	+0.1%	+$261	0.04%	171
2026 Q1	$240K	Buy	1,156 +2	+0.2%	+$439	0.03%	184
2025 Q4	$259K	Buy	1,154 +1	+0.1%	+$227	0.03%	174
2025 Q3	$256K	Buy	1,153 +1	+0.1%	+$208	0.04%	176
2025 Q2	$227K	Sell	1,152 -398	-26%	-$68.9K	0.03%	190
2025 Q1	$250K	Buy	1,550 +401	+35%	+$71.9K	0.04%	177
2024 Q4	$212K	Buy	1,149 +1	+0.1%	+$183	0.03%	196
2024 Q3	$200K	Buy	1,148 +2	+0.2%	+$338	0.03%	203
2024 Q2	$197K	Buy	1,146 +1	+0.1%	+$158	0.03%	197
2024 Q1	$178K	Buy	1,145 +2	+0.2%	+$301	0.03%	217
2023 Q4	$164K	Buy	1,143 +4	+0.4%	+$530	0.03%	221
2023 Q3	$140K	Buy	1,139 +2	+0.2%	+$257	0.03%	234
2023 Q2	$149K	Buy	1,137 +2	+0.2%	+$237	0.03%	224
2023 Q1	$129K	Buy	1,135 +2	+0.2%	+$209	0.04%	220
2022 Q4	$107K	Buy	+1,133	New	+$109K	0.03%	238
2022 Q3	–	Sell	-1,128	Closed	-$109K	–	518
2022 Q2	$109K	Buy	1,128 +3	+0.3%	+$320	0.03%	249
2022 Q1	$138K	Buy	1,125 +2	+0.2%	+$243	0.04%	240
2021 Q4	$152K	Buy	+1,123	New	+$146K	0.04%	232

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

Concord Wealth Partners's FTEC Position: Q2 2026 in Review

Concord Wealth Partners increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.09% in Q2 2026, buying an estimated $261 and bringing the position to 1,157 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #171.

Concord Wealth Partners first reported a position in FTEC in Q4 2021 and has held it in 18 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Concord Wealth Partners held 1,157 shares of Fidelity MSCI Information Technology Index ETF worth $330K as of Q2 2026.
Concord Wealth Partners bought 1 Fidelity MSCI Information Technology Index ETF share in Q2 2026, an estimated $261.
Fidelity MSCI Information Technology Index ETF made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #171 holding.
Concord Wealth Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 18 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.