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Cornerstone Wealth Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Cornerstone Wealth Group’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 		$383K Hold
1,341
– – 0.02% 288
2026
Q1 		$323K Sell
1,341
-3
-0.2% -$659 0.02% 310
2025
Q4 		$302K Hold
1,344
– – 0.02% 280
2025
Q3 		$299K Hold
1,344
– – 0.02% 267
2025
Q2 		$265K Hold
1,344
– – 0.02% 268
2025
Q1 		$217K Sell
1,344
-355
-21% -$63.6K 0.02% 266
2024
Q4 		$314K Hold
1,699
– – 0.03% 208
2024
Q3 		$296K Hold
1,699
– – 0.02% 208
2024
Q2 		$291K Buy
+1,699
New +$269K 0.03% 203
2023
Q2 		– Sell
-37,669
Closed -$4.29M – 150
2023
Q1 		$4.29M Buy
37,669
+3
+0% +$314 0.76% 42
2022
Q4 		$3.56M Buy
37,666
+989
+3% +$95.5K 0.67% 49
2022
Q3 		$3.33M Sell
36,677
-12,357
-25% -$1.29M 0.74% 52
2022
Q2 		$4.73M Buy
49,034
+1,203
+3% +$128K 0.99% 34
2022
Q1 		$5.89M Sell
47,831
-556
-1% -$67.5K 1.08% 21
2021
Q4 		$6.55M Buy
48,387
+1,548
+3% +$201K 1.12% 23
2021
Q3 		$5.56M Buy
46,839
+1,718
+4% +$210K 0.98% 22
2021
Q2 		$5.29M Buy
45,121
+3,650
+9% +$407K 1.08% 20
2021
Q1 		$4.69M Buy
41,471
+10,908
+36% +$1.16M 0.95% 21
2020
Q4 		$3.19M Sell
30,563
-8,705
-22% -$846K 0.78% 31
2020
Q3 		$3.62M Buy
39,268
+1,629
+4% +$145K 0.99% 27
2020
Q2 		$3.1M Buy
37,639
+2,427
+7% +$179K 0.78% 33
2020
Q1 		$2.21M Buy
35,212
+840
+2% +$60.3K 0.78% 39
2019
Q4 		$2.49M Buy
34,372
+1,493
+5% +$101K 0.67% 52
2019
Q3 		$2.1M Buy
32,879
+2,789
+9% +$177K 0.53% 58
2019
Q2 		$1.87M Buy
30,090
+3,823
+15% +$233K 0.51% 52
2019
Q1 		$1.56M Buy
+26,267
New +$1.44M 0.39% 55

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

Cornerstone Wealth Group's FTEC Position: Q2 2026 in Review

Cornerstone Wealth Group held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 1,341 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #288.

Cornerstone Wealth Group first reported a position in FTEC in Q1 2019 and has held it in 26 quarters since. The position peaked at $6.55M in Q4 2021. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Cornerstone Wealth Group held 1,341 shares of Fidelity MSCI Information Technology Index ETF worth $383K as of Q2 2026.
  • Cornerstone Wealth Group left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #288 holding.
  • Cornerstone Wealth Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2019 and has held it in 26 quarters since.
  • Cornerstone Wealth Group's Fidelity MSCI Information Technology Index ETF position peaked at $6.55M in Q4 2021.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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