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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
Q2 		$95.7K Buy
335
+40
+14% +$10.5K 0.03% 356
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 $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

Medallion Wealth Advisors's FTEC Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 14% in Q2 2026, buying an estimated $10.5K and bringing the position to 335 shares worth $95.7K. The position accounts for 0.03% of the portfolio, ranked #356.

Medallion Wealth Advisors first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. 659 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Medallion Wealth Advisors held 335 shares of Fidelity MSCI Information Technology Index ETF worth $95.7K as of Q2 2026.
  • Medallion Wealth Advisors bought 40 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $10.5K.
  • Fidelity MSCI Information Technology Index ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q2 2026, its #356 holding.
  • Medallion Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 659 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.