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

HHM 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	$231K	Hold	810	–	–	0.02%	194
2026 Q1	$169K	Sell	810 -225	-22%	-$49.4K	0.02%	214
2025 Q4	$233K	Hold	1,035	–	–	0.03%	177
2025 Q3	$230K	Sell	1,035 -48	-4%	-$9.98K	0.03%	188
2025 Q2	$214K	Sell	1,083 -102	-9%	-$17.6K	0.03%	193
2025 Q1	$191K	Hold	1,185	–	–	0.03%	188
2024 Q4	$219K	Hold	1,185	–	–	0.03%	179
2024 Q3	$207K	Sell	1,185 -50	-4%	-$8.45K	0.03%	164
2024 Q2	$212K	Buy	1,235 +720	+140%	+$114K	0.03%	165
2024 Q1	$80.3K	Hold	515	–	–	0.01%	232
2023 Q4	$74K	Hold	515	–	–	0.01%	236
2023 Q3	$63.3K	Sell	515 -1,680	-77%	-$216K	0.01%	247
2023 Q2	$287K	Hold	2,195	–	–	0.05%	109
2023 Q1	$250K	Hold	2,195	–	–	0.05%	114
2022 Q4	$207K	Buy	+2,195	New	+$212K	0.05%	116

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 22.9% 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

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

HHM Wealth Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 810 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #194.

HHM Wealth Advisors first reported a position in FTEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $287K in Q2 2023. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

HHM Wealth Advisors held 810 shares of Fidelity MSCI Information Technology Index ETF worth $231K as of Q2 2026.
HHM Wealth Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #194 holding.
HHM Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 15 quarters since.
HHM Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $287K in Q2 2023.
660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.