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

Medallion Wealth 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
Q1 		$61.4K Hold
295
– – 0.02% 436
2025
Q4 		$66.3K Hold
295
– – 0.02% 425
2025
Q3 		$65.5K Hold
295
– – 0.02% 425
2025
Q2 		$57.6K Hold
295
– – 0.02% 443
2025
Q1 		$48K Hold
295
– – 0.02% 434
2024
Q4 		$54.5K Buy
+295
New +$53.9K 0.03% 393

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's FTEC Position: Q1 2026 in Review

Medallion Wealth Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q1 2026 at 295 shares worth $61.4K. The position accounts for 0.02% of the portfolio, ranked #436.

Medallion Wealth Advisors first reported a position in FTEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $66.3K in Q4 2025. 605 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Medallion Wealth Advisors held 295 shares of Fidelity MSCI Information Technology Index ETF worth $61.4K as of Q1 2026.
  • Medallion Wealth Advisors 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 Medallion Wealth Advisors's portfolio in Q1 2026, its #436 holding.
  • Medallion Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $66.3K in Q4 2025.
  • 605 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.