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

HB 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 		$1.36M Sell
4,757
-847
-15% -$221K 0.01% 615
2026
Q1 		$1.17M Sell
5,604
-256
-4% -$56.2K 0.01% 606
2025
Q4 		$1.32M Buy
5,860
+3,541
+153% +$802K 0.01% 540
2025
Q3 		$515K Sell
2,319
-341
-13% -$70.9K ﹤0.01% 841
2025
Q2 		$525K Sell
2,660
-282
-10% -$48.8K ﹤0.01% 726
2025
Q1 		$475K Buy
2,942
+11
+0.4% +$1.97K ﹤0.01% 779
2024
Q4 		$542K Buy
2,931
+17
+0.6% +$3.11K 0.01% 596
2024
Q3 		$509K Hold
2,914
– – 0.01% 579
2024
Q2 		$500K Buy
2,914
+1
+0% +$158 0.01% 548
2024
Q1 		$454K Buy
2,913
+675
+30% +$102K 0.01% 534
2023
Q4 		$322K Buy
2,238
+101
+5% +$13.4K ﹤0.01% 591
2023
Q3 		$263K Buy
2,137
+1
+0% +$129 ﹤0.01% 603
2023
Q2 		$279K Buy
2,136
+1
+0% +$119 ﹤0.01% 566
2023
Q1 		$243K Buy
2,135
+1
+0% +$105 ﹤0.01% 602
2022
Q4 		$202K Buy
+2,134
New +$206K ﹤0.01% 647
2022
Q3 		– Sell
-2,385
Closed -$230K – 590
2022
Q2 		$230K Buy
+2,385
New +$254K ﹤0.01% 510
2022
Q1 		– Sell
-1,953
Closed -$264K – 603
2021
Q4 		$264K Buy
+1,953
New +$254K 0.01% 418

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

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

HB Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 15% in Q2 2026, selling an estimated $221K and leaving 4,757 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #615.

HB Wealth Management first reported a position in FTEC in Q4 2021 and has held it in 17 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • HB Wealth Management held 4,757 shares of Fidelity MSCI Information Technology Index ETF worth $1.36M as of Q2 2026.
  • HB Wealth Management sold 847 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $221K.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #615 holding.
  • HB Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 17 quarters since.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.