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Mowery & Schoenfeld Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Mowery & Schoenfeld 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 		$5.81M Buy
20,358
+414
+2% +$108K 7.92% 2
2026
Q1 		$4.15M Sell
19,944
-9,908
-33% -$2.18M 6.34% 2
2025
Q4 		$6.71M Buy
29,852
+8,403
+39% +$1.9M 9.72% 1
2025
Q3 		$4.77M Buy
21,449
+281
+1% +$58.4K 8.18% 1
2025
Q2 		$4.17M Sell
21,168
-4,459
-17% -$772K 6.34% 2
2025
Q1 		$4.13M Sell
25,627
-10,656
-29% -$1.91M 8.1% 1
2024
Q4 		$6.71M Sell
36,283
-28,198
-44% -$5.15M 13.04% 1
2024
Q3 		$11.3M Sell
64,481
-21,676
-25% -$3.66M 17.78% 1
2024
Q2 		$14.8M Buy
86,157
+30,544
+55% +$4.83M 21.22% 1
2024
Q1 		$8.67M Buy
55,613
+2,003
+4% +$302K 16.7% 1
2023
Q4 		$7.7M Buy
+53,610
New +$7.1M 15.56% 1

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FTEC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.1% in Q2 2026, buying an estimated $108K and bringing the position to 20,358 shares worth $5.81M. The position accounts for 7.92% of the portfolio, ranked #2.

Mowery & Schoenfeld Wealth Management first reported a position in FTEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.8M in Q2 2024. 419 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 20,358 shares of Fidelity MSCI Information Technology Index ETF worth $5.81M as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management bought 414 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $108K.
  • Fidelity MSCI Information Technology Index ETF made up 7.92% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $14.8M in Q2 2024.
  • 419 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.