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

EPG 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 		$1.34M Sell
6,422
-41
-0.6% -$9.01K 0.36% 68
2025
Q4 		$1.45M Buy
6,463
+203
+3% +$46K 0.39% 66
2025
Q3 		$1.39M Sell
6,260
-653
-9% -$136K 0.38% 71
2025
Q2 		$1.36M Sell
6,913
-7,219
-51% -$1.25M 0.41% 70
2025
Q1 		$2.28M Buy
14,132
+198
+1% +$35.5K 0.63% 33
2024
Q4 		$2.58M Sell
13,934
-904
-6% -$165K 0.68% 28
2024
Q3 		$2.59M Buy
+14,838
New +$2.51M 0.65% 29
2024
Q2 		– Sell
-16,159
Closed -$2.55M – 27
2024
Q1 		$2.52M Sell
16,159
-317
-2% -$47.7K 0.62% 32
2023
Q4 		$2.49M Sell
16,476
-6,151
-27% -$815K 0.65% 31
2023
Q3 		$2.78M Sell
22,627
-54
-0.2% -$6.95K 0.84% 22
2023
Q2 		$2.96M Sell
22,681
-545
-2% -$64.7K 0.88% 19
2023
Q1 		$2.65M Sell
23,226
-294
-1% -$30.7K 0.83% 24
2022
Q4 		$2.22M Sell
23,520
-326
-1% -$31.5K 0.85% 26
2022
Q3 		$2.17M Sell
23,846
-657
-3% -$68.3K 0.89% 19
2022
Q2 		$2.37M Buy
24,503
+9,669
+65% +$1.03M 1.01% 18
2022
Q1 		$1.83M Sell
14,834
-245
-2% -$29.7K 0.63% 35
2021
Q4 		$2.04M Buy
15,079
+137
+0.9% +$17.8K 0.72% 30
2021
Q3 		$1.77M Sell
14,942
-197
-1% -$24.1K 0.71% 29
2021
Q2 		$1.78M Buy
15,139
+349
+2% +$38.9K 0.76% 28
2021
Q1 		$1.57M Sell
14,790
-1,177
-7% -$125K 0.76% 27
2020
Q4 		$1.67M Sell
15,967
-415
-3% -$40.3K 1% 22
2020
Q3 		$1.51M Buy
16,382
+455
+3% +$40.5K 1.11% 20
2020
Q2 		$1.31M Buy
15,927
+1,761
+12% +$130K 0.93% 26
2020
Q1 		$888K Sell
14,166
-984
-6% -$70.6K 0.65% 37
2019
Q4 		$1.1M Buy
+15,150
New +$1.03M 0.8% 30

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

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

EPG Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.63% in Q1 2026, selling an estimated $9.01K and leaving 6,422 shares worth $1.34M. The position accounts for 0.36% of the portfolio, ranked #68.

EPG Wealth Management first reported a position in FTEC in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.96M in Q2 2023. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • EPG Wealth Management held 6,422 shares of Fidelity MSCI Information Technology Index ETF worth $1.34M as of Q1 2026.
  • EPG Wealth Management sold 41 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $9.01K.
  • Fidelity MSCI Information Technology Index ETF made up 0.36% of EPG Wealth Management's portfolio in Q1 2026, its #68 holding.
  • EPG Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $2.96M in Q2 2023.
  • 603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.