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

Liberty 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 		$1.3M Hold
6,247
– – 0.16% 83
2026
Q1 		$1.3M Buy
6,247
+289
+5% +$63.5K 0.16% 83
2025
Q4 		$1.34M Sell
5,958
-52
-0.9% -$11.8K 0.17% 78
2025
Q3 		$1.34M Buy
6,010
+509
+9% +$106K 0.19% 76
2025
Q2 		$1.08M Buy
5,501
+5
+0.1% +$865 0.17% 82
2025
Q1 		$886K Buy
5,496
+5
+0.1% +$896 0.17% 66
2024
Q4 		$1.02M Buy
5,491
+34
+0.6% +$6.21K 0.17% 79
2024
Q3 		$952K Buy
5,457
+45
+0.8% +$7.61K 0.16% 77
2024
Q2 		$928K Buy
5,412
+93
+2% +$14.7K 0.17% 75
2024
Q1 		$829K Buy
5,319
+22
+0.4% +$3.31K 0.16% 81
2023
Q4 		$761K Sell
5,297
-4
-0.1% -$530 0.16% 73
2023
Q3 		$652K Sell
5,301
-229
-4% -$29.5K 0.16% 73
2023
Q2 		$722K Buy
5,530
+361
+7% +$42.9K 0.18% 66
2023
Q1 		$589K Buy
+5,169
New +$541K 0.12% 109
2021
Q4 		– Sell
-834
Closed -$99K – 504
2021
Q3 		$99K Buy
834
+1
+0.1% +$122 0.04% 290
2021
Q2 		$98K Buy
833
+1
+0.1% +$111 0.04% 218
2021
Q1 		$88K Hold
832
– – 0.04% 198
2020
Q4 		$88K Hold
832
– – 0.04% 195
2020
Q3 		$77K Buy
832
+133
+19% +$11.8K 0.05% 183
2020
Q2 		$57K Hold
699
– – 0.04% 205
2020
Q1 		$44K Buy
699
+1
+0.1% +$72 0.04% 224
2019
Q4 		$50K Buy
698
+515
+281% +$34.9K 0.04% 246
2019
Q3 		$12K Buy
183
+1
+0.5% +$64 0.01% 483
2019
Q2 		$11K Hold
182
– – 0.01% 501
2019
Q1 		$10K Buy
182
+1
+0.6% +$55 0.01% 443
2018
Q4 		$8K Buy
+181
New +$9.72K 0.01% 468

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

Liberty Wealth Management's FTEC Position: Q2 2026 in Review

Liberty Wealth Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 6,247 shares worth $1.3M. The position accounts for 0.16% of the portfolio, ranked #83.

Liberty Wealth Management first reported a position in FTEC in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.34M in Q4 2025. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Liberty Wealth Management held 6,247 shares of Fidelity MSCI Information Technology Index ETF worth $1.3M as of Q2 2026.
  • Liberty Wealth Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.16% of Liberty Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Liberty Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2018 and has held it in 26 quarters since.
  • Liberty Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $1.34M in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.