EP Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

EP Wealth Advisors’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	$4.57M	Buy	15,996 +1,780	+13%	+$465K	0.02%	399
2026 Q1	$2.96M	Sell	14,216 -182	-1%	-$40K	0.01%	398
2025 Q4	$3.23M	Buy	+14,398	New	+$3.26M	0.02%	354
2025 Q2	$2.85M	Buy	14,436 +8,579	+146%	+$1.48M	0.02%	347
2025 Q1	$945K	Buy	5,857 +1,084	+23%	+$194K	0.01%	519
2024 Q4	$882K	Buy	4,773 +57	+1%	+$10.4K	0.01%	535
2024 Q3	$823K	Buy	4,716 +639	+16%	+$108K	0.01%	544
2024 Q2	$699K	Sell	4,077 -509	-11%	-$80.5K	0.01%	466
2024 Q1	$715K	Buy	4,586 +211	+5%	+$31.8K	0.01%	439
2023 Q4	$628K	Hold	4,375	–	–	0.01%	451
2023 Q3	$538K	Sell	4,375 -1,420	-25%	-$183K	0.01%	448
2023 Q2	$572K	Buy	+5,795	New	+$688K	0.01%	441
2023 Q1	–	Sell	-1,357	Closed	-$128K	–	661
2022 Q4	$128K	Buy	+1,357	New	+$131K	﹤0.01%	581
2022 Q3	–	Sell	-1,347	Closed	-$130K	–	439
2022 Q2	$130K	Hold	1,347	–	–	﹤0.01%	615
2022 Q1	$166K	Buy	+1,347	New	+$163K	﹤0.01%	591
2021 Q1	–	Sell	-1,347	Closed	-$141K	–	498
2020 Q4	$141K	Buy	+1,347	New	+$131K	0.01%	429

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

EP Wealth Advisors's FTEC Position: Q2 2026 in Review

EP Wealth Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 13% in Q2 2026, buying an estimated $465K and bringing the position to 15,996 shares worth $4.57M. The position accounts for 0.02% of the portfolio, ranked #399.

EP Wealth Advisors first reported a position in FTEC in Q4 2020 and has held it in 16 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

EP Wealth Advisors held 15,996 shares of Fidelity MSCI Information Technology Index ETF worth $4.57M as of Q2 2026.
EP Wealth Advisors bought 1,780 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $465K.
Fidelity MSCI Information Technology Index ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #399 holding.
EP Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 16 quarters since.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.