GoalVest Advisory’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

GoalVest Advisory’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	$2.57K	Buy	+9	New	+$2.35K	﹤0.01%	436

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

GoalVest Advisory's FTEC Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 9 shares worth $2.57K. The stake represents ﹤0.01% of the portfolio and ranks #436 among its holdings.

654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

GoalVest Advisory held 9 shares of Fidelity MSCI Information Technology Index ETF worth $2.57K as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new GoalVest Advisory position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #436 holding.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.