EFT
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Envision Financial Transparency’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Envision Financial Transparency’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 		$741K Buy
+5,026
New +$1.31M 0.63% 26

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

Envision Financial Transparency's FTEC Position: Q2 2026 in Review

Envision Financial Transparency opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 5,026 shares worth $741K. The stake represents 0.63% of the portfolio and ranks #26 among its holdings.

650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Envision Financial Transparency held 5,026 shares of Fidelity MSCI Information Technology Index ETF worth $741K as of Q2 2026.
  • Fidelity MSCI Information Technology Index ETF was a new Envision Financial Transparency position in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.63% of Envision Financial Transparency's portfolio in Q2 2026, its #26 holding.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.