KPWS
FTEC icon

Kestra Private Wealth Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Kestra Private Wealth Services’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 		$7.6M Buy
26,599
+2,776
+12% +$726K 0.08% 252
2026
Q1 		$4.96M Sell
23,823
-1,236
-5% -$272K 0.06% 323
2025
Q4 		$5.63M Sell
25,059
-60
-0.2% -$13.6K 0.07% 289
2025
Q3 		$5.58M Buy
25,119
+886
+4% +$184K 0.07% 275
2025
Q2 		$4.78M Buy
24,233
+1,229
+5% +$213K 0.07% 279
2025
Q1 		$3.71M Buy
23,004
+871
+4% +$156K 0.06% 308
2024
Q4 		$4.09M Buy
22,133
+2,918
+15% +$533K 0.07% 281
2024
Q3 		$3.38M Sell
19,215
-1,567
-8% -$265K 0.06% 302
2024
Q2 		$3.56M Sell
20,782
-78
-0.4% -$12.3K 0.07% 268
2024
Q1 		$3.25M Buy
20,860
+416
+2% +$62.7K 0.07% 272
2023
Q4 		$2.94M Buy
20,444
+336
+2% +$44.5K 0.07% 269
2023
Q3 		$2.47M Buy
20,108
+1,044
+5% +$134K 0.08% 269
2023
Q2 		$2.49M Buy
19,064
+836
+5% +$99.3K 0.09% 254
2023
Q1 		$2.08M Buy
18,228
+357
+2% +$37.3K 0.08% 263
2022
Q4 		$1.69M Sell
17,871
-821
-4% -$79.3K 0.09% 262
2022
Q3 		$1.7M Buy
18,692
+685
+4% +$71.2K 0.1% 228
2022
Q2 		$1.74M Sell
18,007
-1,596
-8% -$170K 0.1% 246
2022
Q1 		$2.41M Sell
19,603
-168
-0.8% -$20.4K 0.12% 187
2021
Q4 		$2.68M Buy
19,771
+1,666
+9% +$216K 0.13% 168
2021
Q3 		$2.15M Buy
18,105
+1,923
+12% +$235K 0.12% 186
2021
Q2 		$1.91M Sell
16,182
-11,468
-41% -$1.28M 0.12% 199
2021
Q1 		$2.93M Buy
27,650
+625
+2% +$66.4K 0.2% 122
2020
Q4 		$2.82M Buy
27,025
+7,085
+36% +$689K 0.21% 121
2020
Q3 		$1.84M Buy
+19,940
New +$1.77M 0.16% 146

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

Kestra Private Wealth Services's FTEC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 12% in Q2 2026, buying an estimated $726K and bringing the position to 26,599 shares worth $7.6M. The position accounts for 0.08% of the portfolio, ranked #252.

Kestra Private Wealth Services first reported a position in FTEC in Q3 2020 and has held it in 24 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Kestra Private Wealth Services held 26,599 shares of Fidelity MSCI Information Technology Index ETF worth $7.6M as of Q2 2026.
  • Kestra Private Wealth Services bought 2,776 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $726K.
  • Fidelity MSCI Information Technology Index ETF made up 0.08% of Kestra Private Wealth Services's portfolio in Q2 2026, its #252 holding.
  • Kestra Private Wealth Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and has held it in 24 quarters since.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.