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

Everpar 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 		$4.24M Buy
14,831
+4,020
+37% +$1.05M 1.2% 16
2026
Q1 		$2.25M Buy
10,811
+2,902
+37% +$637K 0.77% 27
2025
Q4 		$1.78M Buy
+7,909
New +$1.79M 0.66% 31

Other funds holding FTEC

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Everpar Advisors's FTEC Position: Q2 2026 in Review

Everpar Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 37% in Q2 2026, buying an estimated $1.05M and bringing the position to 14,831 shares worth $4.24M. The position accounts for 1.2% of the portfolio, ranked #16.

Everpar Advisors first reported a position in FTEC in Q4 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Everpar Advisors held 14,831 shares of Fidelity MSCI Information Technology Index ETF worth $4.24M as of Q2 2026.
  • Everpar Advisors bought 4,020 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $1.05M.
  • Fidelity MSCI Information Technology Index ETF made up 1.2% of Everpar Advisors's portfolio in Q2 2026, its #16 holding.
  • Everpar Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.