Corient Private Wealth
FTEC icon

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

Corient 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 		$2.91M Sell
10,199
-3,202
-24% -$837K ﹤0.01% 1141
2026
Q1 		$2.76M Buy
13,401
+625
+5% +$137K ﹤0.01% 1098
2025
Q4 		$2.87M Buy
12,776
+316
+3% +$71.6K ﹤0.01% 979
2025
Q3 		$2.77M Buy
12,460
+1,398
+13% +$291K ﹤0.01% 932
2025
Q2 		$2.18M Sell
11,062
-1,807
-14% -$313K ﹤0.01% 1004
2025
Q1 		$2.08M Buy
12,869
+136
+1% +$24.4K ﹤0.01% 969
2024
Q4 		$2.35M Buy
12,733
+981
+8% +$179K ﹤0.01% 931
2024
Q3 		$2.05M Buy
11,752
+5,161
+78% +$872K ﹤0.01% 1084
2024
Q2 		$1.13M Sell
6,591
-593
-8% -$93.8K ﹤0.01% 1279
2024
Q1 		$1.12M Buy
7,184
+2,363
+49% +$356K ﹤0.01% 1278
2023
Q4 		$693K Buy
4,821
+632
+15% +$83.7K ﹤0.01% 1447
2023
Q3 		$515K Sell
4,189
-134
-3% -$17.2K ﹤0.01% 1485
2023
Q2 		$565K Buy
4,323
+531
+14% +$63K ﹤0.01% 1397
2023
Q1 		$432K Buy
3,792
+248
+7% +$25.9K ﹤0.01% 1446
2022
Q4 		$335K Buy
+3,544
New +$342K ﹤0.01% 1294

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

Corient Private Wealth's FTEC Position: Q2 2026 in Review

Corient Private Wealth reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 24% in Q2 2026, selling an estimated $837K and leaving 10,199 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Corient Private Wealth first reported a position in FTEC in Q4 2022 and has held it in 15 quarters since. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Corient Private Wealth held 10,199 shares of Fidelity MSCI Information Technology Index ETF worth $2.91M as of Q2 2026.
  • Corient Private Wealth sold 3,202 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $837K.
  • Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1141 holding.
  • Corient Private Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.