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

Endowment 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	$229K	Buy	+801	New	+$209K	0.09%	154
2025 Q4	–	Sell	-1,342	Closed	-$298K	–	154
2025 Q3	$298K	Buy	1,342 +2	+0.1%	+$416	0.14%	113
2025 Q2	$264K	Sell	1,340 -265	-17%	-$45.9K	0.14%	121
2025 Q1	$259K	Buy	1,605 +2	+0.1%	+$359	0.17%	114
2024 Q4	$296K	Buy	1,603 +1	+0.1%	+$183	0.2%	100
2024 Q3	$279K	Buy	1,602 +3	+0.2%	+$507	0.18%	103
2024 Q2	$274K	Buy	1,599 +2	+0.1%	+$316	0.2%	100
2024 Q1	$249K	Buy	1,597 +2	+0.1%	+$301	0.19%	108
2023 Q4	$229K	Buy	+1,595	New	+$211K	0.19%	113

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

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

Endowment Wealth Management opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 801 shares worth $229K. The stake represents 0.09% of the portfolio and ranks #154 among its holdings. This is a return to the name: Endowment Wealth Management previously reported a position in FTEC as recently as Q3 2025.

Endowment Wealth Management first reported a position in FTEC in Q4 2023 and has held it in 9 quarters since. The position peaked at $298K in Q3 2025. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Endowment Wealth Management held 801 shares of Fidelity MSCI Information Technology Index ETF worth $229K as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new Endowment Wealth Management position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.09% of Endowment Wealth Management's portfolio in Q2 2026, its #154 holding.
Endowment Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 9 quarters since.
Endowment Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $298K in Q3 2025.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.