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

Mission 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 		$1.03M Buy
3,601
+737
+26% +$193K 0.01% 471
2026
Q1 		$596K Sell
2,864
-443
-13% -$97.3K 0.01% 439
2025
Q4 		$743K Buy
3,307
+25
+0.8% +$5.66K 0.01% 397
2025
Q3 		$729K Sell
3,282
-233
-7% -$48.5K 0.01% 402
2025
Q2 		$693K Sell
3,515
-30
-0.8% -$5.19K 0.01% 405
2025
Q1 		$572K Sell
3,545
-257
-7% -$46.1K 0.01% 422
2024
Q4 		$703K Buy
3,802
+179
+5% +$32.7K 0.02% 354
2024
Q3 		$632K Sell
3,623
-168
-4% -$28.4K 0.02% 383
2024
Q2 		$650K Sell
3,791
-241
-6% -$38.1K 0.02% 356
2024
Q1 		$628K Buy
4,032
+1,000
+33% +$151K 0.02% 377
2023
Q4 		$436K Sell
3,032
-181
-6% -$24K 0.01% 405
2023
Q3 		$395K Buy
3,213
+1
+0% +$129 0.01% 395
2023
Q2 		$420K Sell
3,212
-161
-5% -$19.1K 0.02% 383
2023
Q1 		$384K Sell
3,373
-131
-4% -$13.7K 0.02% 395
2022
Q4 		$331K Buy
3,504
+929
+36% +$89.7K 0.02% 403
2022
Q3 		$234K Buy
+2,575
New +$268K 0.01% 439

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

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

Mission Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 26% in Q2 2026, buying an estimated $193K and bringing the position to 3,601 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #471.

Mission Wealth Management first reported a position in FTEC in Q3 2022 and has held it in 16 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Mission Wealth Management held 3,601 shares of Fidelity MSCI Information Technology Index ETF worth $1.03M as of Q2 2026.
  • Mission Wealth Management bought 737 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $193K.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #471 holding.
  • Mission Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 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 Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.