FWI
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Facet Wealth Inc’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Facet Wealth Inc’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 		$280K Buy
1,346
+366
+37% +$80.4K ﹤0.01% 269
2025
Q4 		$227K Buy
980
+13
+1% +$2.94K ﹤0.01% 269
2025
Q3 		$215K Buy
+967
New +$201K ﹤0.01% 206

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

Facet Wealth Inc's FTEC Position: Q1 2026 in Review

Facet Wealth Inc increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 37% in Q1 2026, buying an estimated $80.4K and bringing the position to 1,346 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Facet Wealth Inc first reported a position in FTEC in Q3 2025 and has held it in 3 quarters since. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Facet Wealth Inc held 1,346 shares of Fidelity MSCI Information Technology Index ETF worth $280K as of Q1 2026.
  • Facet Wealth Inc bought 366 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $80.4K.
  • Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #269 holding.
  • Facet Wealth Inc first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

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