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Holistic Planning’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Holistic Planning’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 		– Sell
-1,114
Closed -$232K – 341
2026
Q1 		$232K Buy
+1,114
New +$245K 0.05% 273

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

Holistic Planning's FTEC Position: Q2 2026 in Review

Holistic Planning sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026, closing a stake of 1,114 shares — an estimated $232K sold.

Holistic Planning first reported a position in FTEC in Q1 2026 and held it in 1 quarter. The position peaked at $232K in Q1 2026. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Holistic Planning reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2026 after selling out during the quarter.
  • Holistic Planning sold 1,114 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $232K.
  • Holistic Planning first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2026 and held it in 1 quarter.
  • Holistic Planning's Fidelity MSCI Information Technology Index ETF position peaked at $232K in Q1 2026.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.