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Moneta Group Investment Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Moneta Group Investment 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 		$860K Buy
+3,011
New +$787K 0.01% 426

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

Moneta Group Investment Advisors's FTEC Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 3,011 shares worth $860K. The stake represents 0.01% of the portfolio and ranks #426 among its holdings.

650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Moneta Group Investment Advisors held 3,011 shares of Fidelity MSCI Information Technology Index ETF worth $860K as of Q2 2026.
  • Fidelity MSCI Information Technology Index ETF was a new Moneta Group Investment Advisors position in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #426 holding.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.