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Financial Life Planners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Financial Life Planners’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 		$32.6K Hold
114
– – 0.02% 148
2026
Q1 		$23.8K Buy
+114
New +$25K 0.02% 177
2025
Q4 		– Sell
-114
Closed -$25.3K – 156
2025
Q3 		$25.3K Buy
+114
New +$23.7K 0.02% 182
2025
Q1 		– Sell
-113
Closed -$21K – 192
2024
Q4 		$21K Buy
+113
New +$20.7K 0.02% 201

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

Financial Life Planners's FTEC Position: Q2 2026 in Review

Financial Life Planners held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 114 shares worth $32.6K. The position accounts for 0.02% of the portfolio, ranked #148.

Financial Life Planners first reported a position in FTEC in Q4 2024 and has held it in 4 quarters since. 656 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Financial Life Planners held 114 shares of Fidelity MSCI Information Technology Index ETF worth $32.6K as of Q2 2026.
  • Financial Life Planners left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #148 holding.
  • Financial Life Planners first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 4 quarters since.
  • 656 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.