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

McGlone Suttner 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	$295K	Hold	1,034	–	–	0.03%	164
2026 Q1	$215K	Hold	1,034	–	–	0.03%	184
2025 Q4	$232K	Hold	1,034	–	–	0.03%	177
2025 Q3	$230K	Sell	1,034 -56	-5%	-$11.6K	0.03%	185
2025 Q2	$215K	Buy	+1,090	New	+$189K	0.03%	184
2025 Q1	–	Sell	-1,090	Closed	-$201K	–	194
2024 Q4	$201K	Buy	+1,090	New	+$199K	0.03%	172
2024 Q1	–	Sell	-1,089	Closed	-$156K	–	415
2023 Q4	$156K	Buy	+1,089	New	+$144K	0.03%	176
2023 Q3	–	Sell	-2,532	Closed	-$331K	–	147
2023 Q2	$331K	Buy	2,532 +3	+0.1%	+$356	0.08%	100
2023 Q1	$288K	Buy	2,529 +4	+0.2%	+$418	0.07%	109
2022 Q4	$239K	Buy	+2,525	New	+$244K	0.08%	116

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

McGlone Suttner Wealth Management's FTEC Position: Q2 2026 in Review

McGlone Suttner Wealth Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 1,034 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #164.

McGlone Suttner Wealth Management first reported a position in FTEC in Q4 2022 and has held it in 10 quarters since. The position peaked at $331K in Q2 2023. 659 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

McGlone Suttner Wealth Management held 1,034 shares of Fidelity MSCI Information Technology Index ETF worth $295K as of Q2 2026.
McGlone Suttner Wealth Management 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 McGlone Suttner Wealth Management's portfolio in Q2 2026, its #164 holding.
McGlone Suttner Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 10 quarters since.
McGlone Suttner Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $331K in Q2 2023.
659 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.