Focus Partners Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Focus Partners Wealth’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	$10.2M	Buy	35,753 +6,965	+24%	+$1.82M	0.01%	709
2026 Q1	$5.99M	Sell	28,788 -1,614	-5%	-$355K	0.01%	874
2025 Q4	$6.82M	Buy	30,402 +1,534	+5%	+$348K	0.01%	835
2025 Q3	$6.41M	Sell	28,868 -1,685	-6%	-$350K	0.01%	681
2025 Q2	$6.03M	Buy	30,553 +3,635	+14%	+$629K	0.01%	623
2025 Q1	$4.34M	Buy	26,918 +2,736	+11%	+$490K	0.01%	668
2024 Q4	$4.47M	Buy	24,182 +3,979	+20%	+$727K	0.01%	642
2024 Q3	$3.53M	Sell	20,203 -2,159	-10%	-$365K	0.01%	645
2024 Q2	$3.84M	Buy	+22,362	New	+$3.54M	0.01%	542

Other funds holding FTEC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Focus Partners Wealth's FTEC Position: Q2 2026 in Review

Focus Partners Wealth increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 24% in Q2 2026, buying an estimated $1.82M and bringing the position to 35,753 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #709.

Focus Partners Wealth first reported a position in FTEC in Q2 2024 and has held it in 9 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Focus Partners Wealth held 35,753 shares of Fidelity MSCI Information Technology Index ETF worth $10.2M as of Q2 2026.
Focus Partners Wealth bought 6,965 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $1.82M.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #709 holding.
Focus Partners Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and has held it in 9 quarters since.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.