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LifeSteps Financial’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

LifeSteps Financial’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 		$139K Buy
+486
New +$127K 0.06% 123

Other funds holding FTEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

LifeSteps Financial's FTEC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 486 shares worth $139K. The stake represents 0.06% of the portfolio and ranks #123 among its holdings.

275 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • LifeSteps Financial held 486 shares of Fidelity MSCI Information Technology Index ETF worth $139K as of Q2 2026.
  • Fidelity MSCI Information Technology Index ETF was a new LifeSteps Financial position in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.06% of LifeSteps Financial's portfolio in Q2 2026, its #123 holding.
  • 275 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.