Morton Brown Family Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Morton Brown Family Wealth’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	$12.9K	Hold	45	–	–	﹤0.01%	187
2026 Q1	$9.42K	Hold	45	–	–	﹤0.01%	196
2025 Q4	$10.2K	Hold	45	–	–	﹤0.01%	194
2025 Q3	$10.1K	Hold	45	–	–	﹤0.01%	184
2025 Q2	$8.93K	Hold	45	–	–	﹤0.01%	200
2025 Q1	$7.3K	Buy	+45	New	+$8.07K	﹤0.01%	213
2024 Q1	–	Sell	-45	Closed	-$6.49K	–	252
2023 Q4	$6.49K	Buy	+45	New	+$5.96K	﹤0.01%	203

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 22.9% 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

Morton Brown Family Wealth's FTEC Position: Q2 2026 in Review

Morton Brown Family Wealth held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 45 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Morton Brown Family Wealth first reported a position in FTEC in Q4 2023 and has held it in 7 quarters since. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Morton Brown Family Wealth held 45 shares of Fidelity MSCI Information Technology Index ETF worth $12.9K as of Q2 2026.
Morton Brown Family Wealth left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #187 holding.
Morton Brown Family Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 7 quarters since.
660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.