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Holos Integrated Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Holos Integrated 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 		$65.4K Hold
240
– – 0.03% 145
2026
Q1 		$51.4K Buy
+240
New +$52.7K 0.03% 157

Other funds holding FTEC

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Holos Integrated Wealth's FTEC Position: Q2 2026 in Review

Holos Integrated Wealth held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 240 shares worth $65.4K. The position accounts for 0.03% of the portfolio, ranked #145.

Holos Integrated Wealth first reported a position in FTEC in Q1 2026 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Holos Integrated Wealth held 240 shares of Fidelity MSCI Information Technology Index ETF worth $65.4K as of Q2 2026.
  • Holos Integrated Wealth left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.03% of Holos Integrated Wealth's portfolio in Q2 2026, its #145 holding.
  • Holos Integrated Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.