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

Empirical 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 		$805K Sell
2,821
-70
-2% -$18.3K 0.01% 467
2026
Q1 		$601K Hold
2,891
– – 0.01% 513
2025
Q4 		$649K Buy
2,891
+746
+35% +$169K 0.01% 435
2025
Q3 		$476K Buy
2,145
+464
+28% +$96.5K 0.01% 483
2025
Q2 		$331K Sell
1,681
-16
-0.9% -$2.77K 0.01% 511
2025
Q1 		$274K Sell
1,697
-641
-27% -$115K 0.01% 540
2024
Q4 		$432K Buy
2,338
+604
+35% +$110K 0.01% 414
2024
Q3 		$303K Hold
1,734
– – 0.01% 465
2024
Q2 		$297K Sell
1,734
-481
-22% -$76K 0.01% 460
2024
Q1 		$345K Buy
2,215
+202
+10% +$30.4K 0.01% 410
2023
Q4 		$289K Hold
2,013
– – 0.01% 404
2023
Q3 		$247K Sell
2,013
-1,165
-37% -$150K 0.01% 407
2023
Q2 		$415K Buy
3,178
+834
+36% +$99K 0.02% 335
2023
Q1 		$267K Sell
2,344
-175
-7% -$18.3K 0.01% 408
2022
Q4 		$238K Sell
2,519
-601
-19% -$58K 0.01% 411
2022
Q3 		$284K Buy
+3,120
New +$324K 0.01% 388
2022
Q2 		– Sell
-2,633
Closed -$324K – 491
2022
Q1 		$324K Sell
2,633
-591
-18% -$71.7K 0.02% 394
2021
Q4 		$436K Buy
3,224
+1,324
+70% +$172K 0.02% 365
2021
Q3 		$225K Hold
1,900
– – 0.01% 418
2021
Q2 		$224K Hold
1,900
– – 0.01% 412
2021
Q1 		$201K Buy
+1,900
New +$202K 0.02% 374

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

Empirical Wealth Management's FTEC Position: Q2 2026 in Review

Empirical Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.4% in Q2 2026, selling an estimated $18.3K and leaving 2,821 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #467.

Empirical Wealth Management first reported a position in FTEC in Q1 2021 and has held it in 21 quarters since. 656 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Empirical Wealth Management held 2,821 shares of Fidelity MSCI Information Technology Index ETF worth $805K as of Q2 2026.
  • Empirical Wealth Management sold 70 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $18.3K.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #467 holding.
  • Empirical Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and has held it in 21 quarters since.
  • 656 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.