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

Leo Wealth LLC’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
Q1 		$463K Sell
2,228
-44
-2% -$9.66K 0.03% 284
2025
Q4 		$510K Buy
2,272
+840
+59% +$190K 0.04% 259
2025
Q3 		$318K Sell
1,432
-407
-22% -$84.6K 0.04% 225
2025
Q2 		$363K Buy
+1,839
New +$318K 0.03% 278
2024
Q3 		– Sell
-1,263
Closed -$217K – 352
2024
Q2 		$217K Buy
+1,263
New +$200K 0.02% 310

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leo Wealth LLC's FTEC Position: Q1 2026 in Review

Leo Wealth LLC reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.9% in Q1 2026, selling an estimated $9.66K and leaving 2,228 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #284.

Leo Wealth LLC first reported a position in FTEC in Q2 2024 and has held it in 5 quarters since. The position peaked at $510K in Q4 2025. 608 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Leo Wealth LLC held 2,228 shares of Fidelity MSCI Information Technology Index ETF worth $463K as of Q1 2026.
  • Leo Wealth LLC sold 44 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $9.66K.
  • Fidelity MSCI Information Technology Index ETF made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #284 holding.
  • Leo Wealth LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and has held it in 5 quarters since.
  • Leo Wealth LLC's Fidelity MSCI Information Technology Index ETF position peaked at $510K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.