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

Linscomb Wealth’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	$433K	Hold	2,080	–	–	0.02%	249
2025 Q4	$467K	Hold	2,080	–	–	0.02%	229
2025 Q3	$462K	Hold	2,080	–	–	0.02%	234
2025 Q2	$410K	Hold	2,080	–	–	0.02%	243
2025 Q1	$335K	Hold	2,080	–	–	0.02%	251
2024 Q4	$385K	Hold	2,080	–	–	0.02%	238
2024 Q3	$363K	Hold	2,080	–	–	0.02%	237
2024 Q2	$357K	Hold	2,080	–	–	0.02%	231
2024 Q1	$324K	Buy	+2,080	New	+$313K	0.02%	237

Other funds holding FTEC

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Linscomb Wealth's FTEC Position: Q1 2026 in Review

Linscomb Wealth held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q1 2026 at 2,080 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #249.

Linscomb Wealth first reported a position in FTEC in Q1 2024 and has held it in 9 quarters since. The position peaked at $467K in Q4 2025. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Linscomb Wealth held 2,080 shares of Fidelity MSCI Information Technology Index ETF worth $433K as of Q1 2026.
Linscomb Wealth left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Information Technology Index ETF made up 0.02% of Linscomb Wealth's portfolio in Q1 2026, its #249 holding.
Linscomb Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and has held it in 9 quarters since.
Linscomb Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $467K in Q4 2025.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.