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

Instrumental 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 		$918K Buy
3,214
+60
+2% +$15.7K 0.46% 26
2026
Q1 		$656K Buy
3,154
+53
+2% +$11.6K 0.4% 26
2025
Q4 		$685K Buy
3,101
+173
+6% +$39.2K 0.41% 26
2025
Q3 		$691K Buy
2,928
+52
+2% +$10.8K 0.48% 27
2025
Q2 		$578K Buy
2,876
+88
+3% +$15.2K 0.46% 25
2025
Q1 		$453K Buy
2,788
+272
+11% +$48.8K 0.41% 28
2024
Q4 		$467K Buy
2,516
+137
+6% +$25K 0.44% 23
2024
Q3 		$430K Buy
2,379
+103
+5% +$17.4K 0.42% 25
2024
Q2 		$376K Buy
2,276
+35
+2% +$5.53K 0.39% 27
2024
Q1 		$367K Buy
2,241
+211
+10% +$31.8K 0.16% 27
2023
Q4 		$306K Buy
2,030
+18
+0.9% +$2.38K 0.33% 27
2023
Q3 		$254K Buy
2,012
+156
+8% +$20.1K 0.3% 28
2023
Q2 		$243K Buy
+1,856
New +$220K 0.29% 26

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

Instrumental Wealth's FTEC Position: Q2 2026 in Review

Instrumental Wealth increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.9% in Q2 2026, buying an estimated $15.7K and bringing the position to 3,214 shares worth $918K. The position accounts for 0.46% of the portfolio, ranked #26.

Instrumental Wealth first reported a position in FTEC in Q2 2023 and has held it in 13 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Instrumental Wealth held 3,214 shares of Fidelity MSCI Information Technology Index ETF worth $918K as of Q2 2026.
  • Instrumental Wealth bought 60 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $15.7K.
  • Fidelity MSCI Information Technology Index ETF made up 0.46% of Instrumental Wealth's portfolio in Q2 2026, its #26 holding.
  • Instrumental Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.