MWM
FTEC icon

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

Modern 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 		$2.11M Buy
7,392
+115
+2% +$30.1K 0.03% 385
2026
Q1 		$1.53M Sell
7,277
-946
-12% -$208K 0.03% 341
2025
Q4 		$1.85M Sell
8,223
-3,110
-27% -$705K 0.03% 305
2025
Q3 		$2.52M Sell
11,333
-16,875
-60% -$3.51M 0.05% 259
2025
Q2 		$5.56M Buy
28,208
+1,086
+4% +$188K 0.14% 154
2025
Q1 		$4.37M Buy
27,122
+382
+1% +$68.5K 0.14% 138
2024
Q4 		$4.94M Buy
+26,740
New +$4.89M 0.18% 110

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

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

Modern Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.6% in Q2 2026, buying an estimated $30.1K and bringing the position to 7,392 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #385.

Modern Wealth Management first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.56M in Q2 2025. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Modern Wealth Management held 7,392 shares of Fidelity MSCI Information Technology Index ETF worth $2.11M as of Q2 2026.
  • Modern Wealth Management bought 115 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $30.1K.
  • Fidelity MSCI Information Technology Index ETF made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #385 holding.
  • Modern Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $5.56M in Q2 2025.
  • 651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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