Independent Wealth Network’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Independent Wealth Network’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	$630K	Buy	2,206 +250	+13%	+$65.4K	0.16%	163
2026 Q1	$407K	Sell	1,956 -43	-2%	-$9.45K	0.12%	189
2025 Q4	$449K	Hold	1,999	–	–	0.14%	166
2025 Q3	$444K	Hold	1,999	–	–	0.14%	165
2025 Q2	$394K	Buy	1,999 +11	+0.6%	+$1.9K	0.14%	163
2025 Q1	$321K	Hold	1,988	–	–	0.13%	176
2024 Q4	$368K	Buy	1,988 +100	+5%	+$18.3K	0.15%	154
2024 Q3	$330K	Buy	1,888 +103	+6%	+$17.4K	0.15%	155
2024 Q2	$306K	Sell	1,785 -20	-1%	-$3.16K	0.14%	162
2024 Q1	$281K	Sell	1,805 -140	-7%	-$21.1K	0.13%	176
2023 Q4	$279K	Sell	1,945 -60	-3%	-$7.95K	0.15%	157
2023 Q3	$246K	Hold	2,005	–	–	0.15%	159
2023 Q2	$262K	Hold	2,005	–	–	0.16%	160
2023 Q1	$228K	Buy	+2,005	New	+$210K	0.15%	163
2022 Q2	–	Sell	-1,949	Closed	-$240K	–	200
2022 Q1	$240K	Sell	1,949 -31	-2%	-$3.76K	0.15%	164
2021 Q4	$268K	Sell	1,980 -402	-17%	-$52.2K	0.16%	151
2021 Q3	$310K	Buy	+2,382	New	+$292K	0.2%	129

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

Independent Wealth Network's FTEC Position: Q2 2026 in Review

Independent Wealth Network increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 13% in Q2 2026, buying an estimated $65.4K and bringing the position to 2,206 shares worth $630K. The position accounts for 0.16% of the portfolio, ranked #163.

Independent Wealth Network first reported a position in FTEC in Q3 2021 and has held it in 17 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Independent Wealth Network held 2,206 shares of Fidelity MSCI Information Technology Index ETF worth $630K as of Q2 2026.
Independent Wealth Network bought 250 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $65.4K.
Fidelity MSCI Information Technology Index ETF made up 0.16% of Independent Wealth Network's portfolio in Q2 2026, its #163 holding.
Independent Wealth Network first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2021 and has held it in 17 quarters since.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.