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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
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversify Wealth Management's FTEC Position: Q1 2026 in Review

Diversify Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.36% in Q1 2026, buying an estimated $4.17K and bringing the position to 5,353 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #503.

Diversify Wealth Management first reported a position in FTEC in Q4 2025 and has held it in 2 quarters since. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Diversify Wealth Management held 5,353 shares of Fidelity MSCI Information Technology Index ETF worth $1.32M as of Q1 2026.
  • Diversify Wealth Management bought 19 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $4.17K.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #503 holding.
  • Diversify Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.