Midwest Heritage Bank’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Midwest Heritage Bank’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	$703K	Hold	2,462	–	–	0.2%	29
2026 Q1	$512K	Hold	2,462	–	–	0.16%	32
2025 Q4	$553K	Buy	2,462 +1	+0%	+$227	0.19%	30
2025 Q3	$547K	Sell	2,461 -16	-0.6%	-$3.33K	0.19%	29
2025 Q2	$489K	Hold	2,477	–	–	0.18%	31
2025 Q1	$399K	Hold	2,477	–	–	0.16%	38
2024 Q4	$458K	Sell	2,477 -16	-0.6%	-$2.92K	0.21%	34
2024 Q3	$435K	Sell	2,493 -186	-7%	-$31.4K	0.2%	36
2024 Q2	$460K	Buy	2,679 +121	+5%	+$19.1K	0.23%	34
2024 Q1	$399K	Sell	2,558 -366	-13%	-$55.1K	0.21%	36
2023 Q4	$420K	Hold	2,924	–	–	0.29%	32
2023 Q3	$359K	Sell	2,924 -257	-8%	-$33.1K	0.27%	36
2023 Q2	$416K	Sell	3,181 -173	-5%	-$20.5K	0.32%	31
2023 Q1	$382K	Sell	3,354 -1,760	-34%	-$184K	0.31%	36
2022 Q4	$483K	Sell	5,114 -667	-12%	-$64.4K	0.47%	37
2022 Q3	$526K	Sell	5,781 -399	-6%	-$41.5K	0.55%	35
2022 Q2	$596K	Sell	6,180 -154	-2%	-$16.4K	0.54%	32
2022 Q1	$780K	Sell	6,334 -2,998	-32%	-$364K	0.61%	29
2021 Q4	$1.26M	Buy	+9,332	New	+$1.21M	1.23%	21

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

Midwest Heritage Bank's FTEC Position: Q2 2026 in Review

Midwest Heritage Bank held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 2,462 shares worth $703K. The position accounts for 0.2% of the portfolio, ranked #29.

Midwest Heritage Bank first reported a position in FTEC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.26M in Q4 2021. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Midwest Heritage Bank held 2,462 shares of Fidelity MSCI Information Technology Index ETF worth $703K as of Q2 2026.
Midwest Heritage Bank left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.2% of Midwest Heritage Bank's portfolio in Q2 2026, its #29 holding.
Midwest Heritage Bank first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 19 quarters since.
Midwest Heritage Bank's Fidelity MSCI Information Technology Index ETF position peaked at $1.26M in Q4 2021.
658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.