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Oxford Wealth Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Oxford Wealth Group’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 		$4.99M Buy
17,467
+334
+2% +$87.3K 2.23% 16
2026
Q1 		$3.56M Sell
17,133
-636
-4% -$140K 1.95% 20
2025
Q4 		$3.99M Buy
+17,769
New +$4.03M 1.94% 16

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

Oxford Wealth Group's FTEC Position: Q2 2026 in Review

Oxford Wealth Group increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.9% in Q2 2026, buying an estimated $87.3K and bringing the position to 17,467 shares worth $4.99M. The position accounts for 2.23% of the portfolio, ranked #16.

Oxford Wealth Group first reported a position in FTEC in Q4 2025 and has held it in 3 quarters since. 659 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Oxford Wealth Group held 17,467 shares of Fidelity MSCI Information Technology Index ETF worth $4.99M as of Q2 2026.
  • Oxford Wealth Group bought 334 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $87.3K.
  • Fidelity MSCI Information Technology Index ETF made up 2.23% of Oxford Wealth Group's portfolio in Q2 2026, its #16 holding.
  • Oxford Wealth Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 659 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.