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Lifeworks Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Lifeworks Advisors’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 		$16.1M Sell
56,502
-346
-0.6% -$90.4K 1.69% 11
2026
Q1 		$11.8M Buy
56,848
+5,069
+10% +$1.11M 1.52% 9
2025
Q4 		$11.6M Sell
51,779
-19,939
-28% -$4.52M 1.51% 8
2025
Q3 		$15.9M Buy
71,718
+4,094
+6% +$851K 2.12% 7
2025
Q2 		$13.3M Buy
67,624
+19,178
+40% +$3.32M 1.99% 7
2025
Q1 		$7.81M Buy
48,446
+30,492
+170% +$5.47M 1.3% 20
2024
Q4 		$3.32M Sell
17,954
-28,961
-62% -$5.29M 0.6% 54
2024
Q3 		$8.19M Sell
46,915
-1,137
-2% -$192K 1.61% 8
2024
Q2 		$8.24M Sell
48,052
-4,334
-8% -$685K 2.3% 7
2024
Q1 		$8.16M Buy
52,386
+2,719
+5% +$409K 2.29% 7
2023
Q4 		$7.13M Buy
49,667
+788
+2% +$104K 2.46% 5
2023
Q3 		$6.01M Sell
48,879
-2,552
-5% -$328K 2.34% 6
2023
Q2 		$6.72M Sell
51,431
-4,424
-8% -$525K 2.86% 3
2023
Q1 		$6.36M Sell
55,855
-8,202
-13% -$858K 3.01% 3
2022
Q4 		$6.05M Sell
64,057
-3
-0% -$290 3.41% 3
2022
Q3 		$6.26M Buy
64,060
+2,346
+4% +$244K 3.56% 1
2022
Q2 		$5.96M Buy
61,714
+2,647
+4% +$282K 3.78% 3
2022
Q1 		$7.27M Buy
59,067
+26,350
+81% +$3.2M 4.8% 1
2021
Q4 		$4.43M Buy
+32,717
New +$4.25M 3.53% 5

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

Lifeworks Advisors's FTEC Position: Q2 2026 in Review

Lifeworks Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.61% in Q2 2026, selling an estimated $90.4K and leaving 56,502 shares worth $16.1M. The position accounts for 1.69% of the portfolio, ranked #11.

Lifeworks Advisors first reported a position in FTEC in Q4 2021 and has held it in 19 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Lifeworks Advisors held 56,502 shares of Fidelity MSCI Information Technology Index ETF worth $16.1M as of Q2 2026.
  • Lifeworks Advisors sold 346 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $90.4K.
  • Fidelity MSCI Information Technology Index ETF made up 1.69% of Lifeworks Advisors's portfolio in Q2 2026, its #11 holding.
  • Lifeworks Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 19 quarters since.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.