NWF Advisory Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

NWF Advisory Services’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 Q1	$387K	Buy	1,861 +146	+9%	+$32.1K	0.04%	242
2025 Q4	$385K	Buy	1,715 +1	+0.1%	+$227	0.04%	239
2025 Q3	$381K	Buy	1,714 +2	+0.1%	+$416	0.04%	245
2025 Q2	$338K	Buy	+1,712	New	+$296K	0.04%	268
2024 Q4	–	Sell	-1,405	Closed	-$245K	–	331
2024 Q3	$245K	Buy	1,405 +1	+0.1%	+$169	0.04%	268
2024 Q2	$241K	Buy	1,404 +2	+0.1%	+$316	0.04%	254
2024 Q1	$218K	Buy	+1,402	New	+$211K	0.04%	266

Other funds holding FTEC

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NWF Advisory Services's FTEC Position: Q1 2026 in Review

NWF Advisory Services increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 8.5% in Q1 2026, buying an estimated $32.1K and bringing the position to 1,861 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #242.

NWF Advisory Services first reported a position in FTEC in Q1 2024 and has held it in 7 quarters since. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

NWF Advisory Services held 1,861 shares of Fidelity MSCI Information Technology Index ETF worth $387K as of Q1 2026.
NWF Advisory Services bought 146 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $32.1K.
Fidelity MSCI Information Technology Index ETF made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #242 holding.
NWF Advisory Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and has held it in 7 quarters since.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.