HPWM
FTEC icon

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

High Point 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 		$8.4M Buy
29,412
+681
+2% +$178K 6.87% 2
2026
Q1 		$5.98M Buy
28,731
+2,893
+11% +$635K 5.77% 2
2025
Q4 		$5.81M Buy
+25,838
New +$5.85M 5.45% 2

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

High Point Wealth Management's FTEC Position: Q2 2026 in Review

High Point Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.4% in Q2 2026, buying an estimated $178K and bringing the position to 29,412 shares worth $8.4M. The position accounts for 6.87% of the portfolio, ranked #2.

High Point Wealth Management first reported a position in FTEC in Q4 2025 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • High Point Wealth Management held 29,412 shares of Fidelity MSCI Information Technology Index ETF worth $8.4M as of Q2 2026.
  • High Point Wealth Management bought 681 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $178K.
  • Fidelity MSCI Information Technology Index ETF made up 6.87% of High Point Wealth Management's portfolio in Q2 2026, its #2 holding.
  • High Point Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 419 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.