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

Daymark 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	$1.52M	Buy	5,327 +896	+20%	+$234K	0.04%	283
2026 Q1	$922K	Buy	4,431 +432	+11%	+$94.9K	0.03%	309
2025 Q4	$898K	Sell	3,999 -867	-18%	-$196K	0.03%	301
2025 Q3	$1.08M	Sell	4,866 -51	-1%	-$10.6K	0.04%	269
2025 Q2	$970K	Buy	4,917 +24	+0.5%	+$4.15K	0.04%	268
2025 Q1	$789K	Buy	4,893 +80	+2%	+$14.3K	0.03%	275
2024 Q4	$890K	Sell	4,813 -10	-0.2%	-$1.83K	0.04%	253
2024 Q3	$842K	Buy	4,823 +477	+11%	+$80.6K	0.04%	269
2024 Q2	$745K	Sell	4,346 -47	-1%	-$7.43K	0.03%	276
2024 Q1	$685K	Sell	4,393 -198	-4%	-$29.8K	0.04%	241
2023 Q4	$660K	Sell	4,591 -529	-10%	-$70.1K	0.04%	227
2023 Q3	$629K	Sell	5,120 -3,539	-41%	-$455K	0.04%	218
2023 Q2	$1.13M	Sell	8,659 -8,885	-51%	-$1.05M	0.08%	156
2023 Q1	$2M	Buy	+17,544	New	+$1.83M	0.27%	83

Other funds holding FTEC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

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

Daymark Wealth Partners increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 20% in Q2 2026, buying an estimated $234K and bringing the position to 5,327 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #283.

Daymark Wealth Partners first reported a position in FTEC in Q1 2023 and has held it in 14 quarters since. The position peaked at $2M in Q1 2023. 305 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Daymark Wealth Partners held 5,327 shares of Fidelity MSCI Information Technology Index ETF worth $1.52M as of Q2 2026.
Daymark Wealth Partners bought 896 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $234K.
Fidelity MSCI Information Technology Index ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #283 holding.
Daymark Wealth Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2023 and has held it in 14 quarters since.
Daymark Wealth Partners's Fidelity MSCI Information Technology Index ETF position peaked at $2M in Q1 2023.
305 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.