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

Evolution 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 		$9.99K Buy
+35
New +$9.15K 0.01% 579
2025
Q4 		– Sell
-92
Closed -$20.4K – 763
2025
Q3 		$20.4K Buy
+92
New +$19.1K 0.02% 299

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

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

Evolution Wealth Management opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 35 shares worth $9.99K. The stake represents 0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Evolution Wealth Management previously reported a position in FTEC as recently as Q3 2025.

Evolution Wealth Management first reported a position in FTEC in Q3 2025 and has held it in 2 quarters since. The position peaked at $20.4K in Q3 2025. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Evolution Wealth Management held 35 shares of Fidelity MSCI Information Technology Index ETF worth $9.99K as of Q2 2026.
  • Fidelity MSCI Information Technology Index ETF was a new Evolution Wealth Management position in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #579 holding.
  • Evolution Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2025 and has held it in 2 quarters since.
  • Evolution Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $20.4K in Q3 2025.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.