Horst & Graben Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Horst & Graben 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	$290K	Hold	1,037	–	–	0.04%	170
2026 Q1	$258K	Hold	1,037	–	–	0.04%	173
2025 Q4	$233K	Sell	1,037 -1	-0.1%	-$227	0.04%	164
2025 Q3	$231K	Sell	1,038 -11	-1%	-$2.29K	0.04%	169
2025 Q2	$207K	Buy	+1,049	New	+$182K	0.03%	170
2022 Q1	–	Sell	-2,220	Closed	-$301K	–	138
2021 Q4	$301K	Sell	2,220 -1,189	-35%	-$154K	0.08%	107
2021 Q3	$404K	Sell	3,409 -15,816	-82%	-$1.94M	0.11%	91
2021 Q2	$2.27M	Sell	19,225 -22,228	-54%	-$2.48M	0.63%	31
2021 Q1	$4.39M	Buy	41,453 +7,385	+22%	+$785K	1.38%	18
2020 Q4	$3.56M	Buy	34,068 +3,977	+13%	+$387K	1.23%	21
2020 Q3	$2.77M	Buy	30,091 +6,090	+25%	+$542K	1.08%	24
2020 Q2	$1.97M	Buy	24,001 +9,184	+62%	+$677K	0.87%	22
2020 Q1	$929K	Buy	+14,817	New	+$1.06M	0.49%	26

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

Horst & Graben Wealth Management's FTEC Position: Q2 2026 in Review

Horst & Graben Wealth Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 1,037 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #170.

Horst & Graben Wealth Management first reported a position in FTEC in Q1 2020 and has held it in 13 quarters since. The position peaked at $4.39M in Q1 2021. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Horst & Graben Wealth Management held 1,037 shares of Fidelity MSCI Information Technology Index ETF worth $290K as of Q2 2026.
Horst & Graben Wealth Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.04% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #170 holding.
Horst & Graben Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and has held it in 13 quarters since.
Horst & Graben Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $4.39M in Q1 2021.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.