Diversify Advisory Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Diversify Advisory Services’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	$1.56M	Buy	+5,805	New	+$1.52M	0.03%	494
2026 Q1	–	Sell	-1,889	Closed	-$427K	–	455
2025 Q4	$427K	Sell	1,889 -151	-7%	-$34.2K	0.01%	653
2025 Q3	$484K	Hold	2,040	–	–	0.02%	574
2025 Q2	$429K	Buy	+2,040	New	+$353K	0.02%	585

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

Diversify Advisory Services's FTEC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 5,805 shares worth $1.56M. The stake represents 0.03% of the portfolio and ranks #494 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in FTEC as recently as Q4 2025.

Diversify Advisory Services first reported a position in FTEC in Q2 2025 and has held it in 4 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Diversify Advisory Services held 5,805 shares of Fidelity MSCI Information Technology Index ETF worth $1.56M as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new Diversify Advisory Services position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #494 holding.
Diversify Advisory Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2025 and has held it in 4 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.