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

LJI 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 		$784K Sell
2,745
-110
-4% -$28.8K 0.11% 80
2026
Q1 		$594K Sell
2,855
-95
-3% -$20.9K 0.09% 85
2025
Q4 		$663K Buy
2,950
+35
+1% +$7.93K 0.1% 86
2025
Q3 		$648K Hold
2,915
– – 0.11% 67
2025
Q2 		$575K Buy
2,915
+63
+2% +$10.9K 0.1% 82
2025
Q1 		$460K Buy
2,852
+53
+2% +$9.5K 0.09% 91
2024
Q4 		$517K Sell
2,799
-553
-16% -$101K 0.1% 86
2024
Q3 		$585K Sell
3,352
-106
-3% -$17.9K 0.12% 89
2024
Q2 		$593K Hold
3,458
– – 0.13% 82
2024
Q1 		$539K Buy
3,458
+523
+18% +$78.8K 0.14% 76
2023
Q4 		$422K Buy
2,935
+103
+4% +$13.6K 0.11% 99
2023
Q3 		$348K Buy
2,832
+493
+21% +$63.4K 0.1% 108
2023
Q2 		$306K Buy
2,339
+420
+22% +$49.9K 0.09% 116
2023
Q1 		$219K Sell
1,919
-294
-13% -$30.7K 0.07% 140
2022
Q4 		$209K Buy
+2,213
New +$214K 0.07% 132

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

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

LJI Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3.9% in Q2 2026, selling an estimated $28.8K and leaving 2,745 shares worth $784K. The position accounts for 0.11% of the portfolio, ranked #80.

LJI Wealth Management first reported a position in FTEC in Q4 2022 and has held it in 15 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • LJI Wealth Management held 2,745 shares of Fidelity MSCI Information Technology Index ETF worth $784K as of Q2 2026.
  • LJI Wealth Management sold 110 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $28.8K.
  • Fidelity MSCI Information Technology Index ETF made up 0.11% of LJI Wealth Management's portfolio in Q2 2026, its #80 holding.
  • LJI Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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