MPWM Advisory Solutions’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

MPWM Advisory Solutions’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	$9.22K	Hold	32	–	–	﹤0.01%	364
2026 Q1	$6.71K	Hold	32	–	–	﹤0.01%	376
2025 Q4	$7.24K	Hold	32	–	–	﹤0.01%	347
2025 Q3	$7.15K	Hold	32	–	–	﹤0.01%	320
2025 Q2	$6.34K	Hold	32	–	–	﹤0.01%	332
2025 Q1	$5.18K	Hold	32	–	–	﹤0.01%	363
2024 Q4	$5.93K	Buy	+32	New	+$5.85K	﹤0.01%	360

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 22.96% 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

MPWM Advisory Solutions's FTEC Position: Q2 2026 in Review

MPWM Advisory Solutions held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 32 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

MPWM Advisory Solutions first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

MPWM Advisory Solutions held 32 shares of Fidelity MSCI Information Technology Index ETF worth $9.22K as of Q2 2026.
MPWM Advisory Solutions 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 MPWM Advisory Solutions's portfolio in Q2 2026, its #364 holding.
MPWM Advisory Solutions first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.