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

Fingerlakes 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 		$5.58M Buy
19,535
+440
+2% +$115K 3% 8
2026
Q1 		$3.97M Sell
19,095
-509
-3% -$112K 2.63% 10
2025
Q4 		$4.4M Sell
19,604
-423
-2% -$95.8K 2.8% 9
2025
Q3 		$4.45M Sell
20,027
-397
-2% -$82.6K 2.9% 10
2025
Q2 		$4.03M Sell
20,424
-515
-2% -$89.1K 3.01% 9
2025
Q1 		$3.38M Buy
20,939
+557
+3% +$99.8K 2.87% 9
2024
Q4 		$3.77M Buy
20,382
+878
+5% +$160K 3.04% 8
2024
Q3 		$3.4M Sell
19,504
-377
-2% -$63.7K 2.83% 8
2024
Q2 		$3.41M Buy
19,881
+2,331
+13% +$369K 3.06% 6
2024
Q1 		$2.73M Buy
17,550
+3,048
+21% +$459K 2.64% 8
2023
Q4 		$2.08M Buy
14,502
+3,257
+29% +$431K 2.24% 11
2023
Q3 		$1.38M Buy
11,245
+921
+9% +$118K 1.69% 19
2023
Q2 		$1.35M Buy
10,324
+783
+8% +$93K 1.54% 20
2023
Q1 		$1.09M Buy
9,541
+1,459
+18% +$153K 1.35% 25
2022
Q4 		$764K Sell
8,082
-16
-0.2% -$1.54K 1.05% 29
2022
Q3 		$736K Buy
8,098
+1,399
+21% +$145K 1.07% 28
2022
Q2 		$646K Buy
6,699
+4,498
+204% +$479K 0.88% 32
2022
Q1 		$271K Buy
+2,201
New +$267K 0.32% 81

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

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

Fingerlakes Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.3% in Q2 2026, buying an estimated $115K and bringing the position to 19,535 shares worth $5.58M. The position accounts for 3% of the portfolio, ranked #8.

Fingerlakes Wealth Management first reported a position in FTEC in Q1 2022 and has held it in 18 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Fingerlakes Wealth Management held 19,535 shares of Fidelity MSCI Information Technology Index ETF worth $5.58M as of Q2 2026.
  • Fingerlakes Wealth Management bought 440 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $115K.
  • Fidelity MSCI Information Technology Index ETF made up 3% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Fingerlakes Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2022 and has held it in 18 quarters since.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.