Heritage Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Heritage Wealth Advisors’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	$28.6K	Buy	+100	New	+$26.1K	﹤0.01%	401

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

Heritage Wealth Advisors's FTEC Position: Q2 2026 in Review

Heritage Wealth Advisors opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 100 shares worth $28.6K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings.

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

Heritage Wealth Advisors held 100 shares of Fidelity MSCI Information Technology Index ETF worth $28.6K as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new Heritage Wealth Advisors position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #401 holding.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.