High Note Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

High Note 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	$129K	Hold	450	–	–	0.02%	146
2026 Q1	$93.6K	Hold	450	–	–	0.02%	155
2025 Q4	$101K	Hold	450	–	–	0.02%	144
2025 Q3	$100K	Hold	450	–	–	0.02%	137
2025 Q2	$88.7K	Hold	450	–	–	0.02%	143
2025 Q1	$72.6K	Hold	450	–	–	0.02%	148
2024 Q4	$83.2K	Buy	+450	New	+$82.2K	0.02%	141

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

High Note Wealth's FTEC Position: Q2 2026 in Review

High Note Wealth held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 450 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #146.

High Note Wealth first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

High Note Wealth held 450 shares of Fidelity MSCI Information Technology Index ETF worth $129K as of Q2 2026.
High Note Wealth 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 High Note Wealth's portfolio in Q2 2026, its #146 holding.
High Note Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.