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

Integrated Wealth Concepts’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	$822K	Buy	2,878 +226	+9%	+$59.1K	0.01%	1345
2026 Q1	$552K	Buy	2,652 +1,020	+63%	+$224K	﹤0.01%	1478
2025 Q4	$367K	Sell	1,632 -1,760	-52%	-$399K	﹤0.01%	1238
2025 Q3	$753K	Sell	3,392 -2,168	-39%	-$451K	0.01%	1133
2025 Q2	$1.1M	Buy	5,560 +2,723	+96%	+$471K	0.01%	869
2025 Q1	$457K	Sell	2,837 -527	-16%	-$94.5K	0.01%	1182
2024 Q4	$622K	Buy	3,364 +1,498	+80%	+$274K	0.01%	1030
2024 Q3	$326K	Sell	1,866 -1,121	-38%	-$189K	﹤0.01%	1285
2024 Q2	$512K	Buy	2,987 +1,127	+61%	+$178K	0.01%	1035
2024 Q1	$290K	Buy	+1,860	New	+$280K	﹤0.01%	1337
2021 Q3	–	Sell	-4,607	Closed	-$543K	–	960
2021 Q2	$543K	Sell	4,607 -1,571	-25%	-$175K	0.02%	513
2021 Q1	$654K	Buy	+6,178	New	+$657K	0.03%	407

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

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

Integrated Wealth Concepts increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 8.5% in Q2 2026, buying an estimated $59.1K and bringing the position to 2,878 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #1345.

Integrated Wealth Concepts first reported a position in FTEC in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.1M in Q2 2025. 659 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Integrated Wealth Concepts held 2,878 shares of Fidelity MSCI Information Technology Index ETF worth $822K as of Q2 2026.
Integrated Wealth Concepts bought 226 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $59.1K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1345 holding.
Integrated Wealth Concepts first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and has held it in 12 quarters since.
Integrated Wealth Concepts's Fidelity MSCI Information Technology Index ETF position peaked at $1.1M in Q2 2025.
659 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.