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 Q2	$594K	Hold	2,080	–	–	0.03%	219
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 $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Linscomb Wealth's FTEC Position: Q2 2026 in Review

Linscomb Wealth held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 2,080 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #219.

Linscomb Wealth first reported a position in FTEC in Q1 2024 and has held it in 10 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Linscomb Wealth held 2,080 shares of Fidelity MSCI Information Technology Index ETF worth $594K as of Q2 2026.
Linscomb Wealth left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.03% of Linscomb Wealth's portfolio in Q2 2026, its #219 holding.
Linscomb Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and has held it in 10 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.