KDK Private Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

KDK Private 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	$7.89M	Sell	27,613 -487	-2%	-$127K	6.54%	3
2026 Q1	$5.85M	Sell	28,100 -691	-2%	-$152K	5.35%	4
2025 Q4	$6.47M	Sell	28,791 -586	-2%	-$133K	5.65%	4
2025 Q3	$6.53M	Sell	29,377 -985	-3%	-$205K	6.62%	4
2025 Q2	$5.99M	Sell	30,362 -1,070	-3%	-$185K	6.39%	4
2025 Q1	$5.06M	Sell	31,432 -205	-0.6%	-$36.7K	5.77%	4
2024 Q4	$5.85M	Buy	+31,637	New	+$5.78M	6.07%	4

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

KDK Private Wealth Management's FTEC Position: Q2 2026 in Review

KDK Private Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.7% in Q2 2026, selling an estimated $127K and leaving 27,613 shares worth $7.89M. The position accounts for 6.54% of the portfolio, ranked #3.

KDK Private Wealth Management first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

KDK Private Wealth Management held 27,613 shares of Fidelity MSCI Information Technology Index ETF worth $7.89M as of Q2 2026.
KDK Private Wealth Management sold 487 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $127K.
Fidelity MSCI Information Technology Index ETF made up 6.54% of KDK Private Wealth Management's portfolio in Q2 2026, its #3 holding.
KDK Private Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.