Diversify Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Diversify Wealth Management’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 +452	+8%	+$118K	0.03%	494
2026 Q1	$1.32M	Buy	5,353 +19	+0.4%	+$4.17K	0.02%	503
2025 Q4	$1.22M	Buy	+5,334	New	+$1.21M	0.06%	283

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 22.9% 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 Wealth Management's FTEC Position: Q2 2026 in Review

Diversify Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 8.4% in Q2 2026, buying an estimated $118K and bringing the position to 5,805 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #494.

Diversify Wealth Management first reported a position in FTEC in Q4 2025 and has held it in 3 quarters since. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Diversify Wealth Management held 5,805 shares of Fidelity MSCI Information Technology Index ETF worth $1.56M as of Q2 2026.
Diversify Wealth Management bought 452 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $118K.
Fidelity MSCI Information Technology Index ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #494 holding.
Diversify Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 3 quarters since.
660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.