Palacios Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Palacios 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	$1.74M	Buy	6,089 +471	+8%	+$123K	1.03%	21
2026 Q1	$1.38M	Buy	5,618 +1,961	+54%	+$431K	0.87%	23
2025 Q4	$822K	Sell	3,657 -2,762	-43%	-$626K	0.63%	29
2025 Q3	$1.43M	Buy	6,419 +1,014	+19%	+$211K	0.94%	22
2025 Q2	$1.07M	Sell	5,405 -173	-3%	-$29.9K	0.88%	25
2025 Q1	$900K	Sell	5,578 -182	-3%	-$32.6K	0.67%	25
2024 Q4	$1.07M	Buy	+5,760	New	+$1.05M	1.15%	18

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

Palacios Wealth Management's FTEC Position: Q2 2026 in Review

Palacios Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 8.4% in Q2 2026, buying an estimated $123K and bringing the position to 6,089 shares worth $1.74M. The position accounts for 1.03% of the portfolio, ranked #21.

Palacios Wealth Management 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.

Palacios Wealth Management held 6,089 shares of Fidelity MSCI Information Technology Index ETF worth $1.74M as of Q2 2026.
Palacios Wealth Management bought 471 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $123K.
Fidelity MSCI Information Technology Index ETF made up 1.03% of Palacios Wealth Management's portfolio in Q2 2026, its #21 holding.
Palacios Wealth Management 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 Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.