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Mount Yale Investment Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Mount Yale 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 		$2.92M Sell
10,222
-1
-0% -$261 0.05% 326
2026
Q1 		$2.13M Sell
10,223
-10,826
-51% -$2.38M 0.05% 354
2025
Q4 		$4.73M Buy
21,049
+173
+0.8% +$39.2K 0.23% 98
2025
Q3 		$4.64M Buy
20,876
+20,434
+4,623% +$4.25M 0.32% 69
2025
Q2 		$87.3K Buy
+442
New +$76.5K 0.01% 687

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

Mount Yale Investment Advisors's FTEC Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.01% in Q2 2026, selling an estimated $261 and leaving 10,222 shares worth $2.92M. The position accounts for 0.05% of the portfolio, ranked #326.

Mount Yale Investment Advisors first reported a position in FTEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.73M in Q4 2025. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Mount Yale Investment Advisors held 10,222 shares of Fidelity MSCI Information Technology Index ETF worth $2.92M as of Q2 2026.
  • Mount Yale Investment Advisors sold 1 Fidelity MSCI Information Technology Index ETF share in Q2 2026, an estimated $261.
  • Fidelity MSCI Information Technology Index ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #326 holding.
  • Mount Yale Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $4.73M in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.