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Keeler & Nadler Financial Planning & Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Keeler & Nadler Financial Planning & 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 		$1.14M Hold
4,000
– – 0.32% 40
2026
Q1 		$832K Buy
+4,000
New +$879K 0.28% 45

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

Keeler & Nadler Financial Planning & Wealth Management's FTEC Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 4,000 shares worth $1.14M. The position accounts for 0.32% of the portfolio, ranked #40.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in FTEC in Q1 2026 and has held it in 2 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 4,000 shares of Fidelity MSCI Information Technology Index ETF worth $1.14M as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.32% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.