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

Meridian 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 		$7.22M Buy
25,285
+7,063
+39% +$1.85M 0.22% 95
2026
Q1 		$3.79M Buy
18,222
+118
+0.7% +$25.9K 0.13% 143
2025
Q4 		$4.07M Sell
18,104
-93
-0.5% -$21.1K 0.14% 138
2025
Q3 		$4.04M Buy
18,197
+2,702
+17% +$562K 0.16% 124
2025
Q2 		$3.06M Sell
15,495
-1,170
-7% -$202K 0.13% 160
2025
Q1 		$2.69M Buy
16,665
+355
+2% +$63.6K 0.13% 159
2024
Q4 		$3.02M Sell
16,310
-3,009
-16% -$550K 0.14% 145
2024
Q3 		$3.37M Buy
+19,319
New +$3.26M 0.17% 133
2024
Q2 		– Sell
-4,005
Closed -$624K – 375
2024
Q1 		$624K Buy
4,005
+5
+0.1% +$753 0.1% 122
2023
Q4 		$575K Sell
4,000
-2,480
-38% -$328K 0.04% 358
2023
Q3 		$797K Buy
6,480
+3,245
+100% +$417K 0.05% 278
2023
Q2 		$423K Buy
3,235
+5
+0.2% +$594 0.04% 359
2023
Q1 		$368K Buy
3,230
+7
+0.2% +$732 0.03% 377
2022
Q4 		$305K Sell
3,223
-320
-9% -$30.9K 0.03% 410
2022
Q3 		$322K Buy
3,543
+835
+31% +$86.8K 0.03% 358
2022
Q2 		$261K Buy
+2,708
New +$289K 0.02% 465

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

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

Meridian Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 39% in Q2 2026, buying an estimated $1.85M and bringing the position to 25,285 shares worth $7.22M. The position accounts for 0.22% of the portfolio, ranked #95.

Meridian Wealth Management first reported a position in FTEC in Q2 2022 and has held it in 16 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Meridian Wealth Management held 25,285 shares of Fidelity MSCI Information Technology Index ETF worth $7.22M as of Q2 2026.
  • Meridian Wealth Management bought 7,063 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $1.85M.
  • Fidelity MSCI Information Technology Index ETF made up 0.22% of Meridian Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Meridian Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2022 and has held it in 16 quarters since.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.