Peak Financial Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Peak Financial 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	$222K	Buy	+777	New	+$203K	0.05%	107
2018 Q1	–	Sell	-32,495	Closed	-$1.62M	–	48
2017 Q4	$1.62M	Buy	32,495 +4	+0%	+$197	0.62%	27
2017 Q3	$1.5M	Sell	32,491 -576	-2%	-$25.9K	0.58%	25
2017 Q2	$1.41M	Buy	33,067 +114	+0.3%	+$4.87K	0.55%	23
2017 Q1	$1.36M	Buy	32,953 +923	+3%	+$36.6K	0.55%	23
2016 Q4	$1.18M	Buy	+32,030	New	+$1.17M	0.51%	21

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

Peak Financial Management's FTEC Position: Q2 2026 in Review

Peak Financial Management opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 777 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #107 among its holdings. This is a return to the name: Peak Financial Management previously reported a position in FTEC as recently as Q4 2017.

Peak Financial Management first reported a position in FTEC in Q4 2016 and has held it in 6 quarters since. The position peaked at $1.62M in Q4 2017. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Peak Financial Management held 777 shares of Fidelity MSCI Information Technology Index ETF worth $222K as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new Peak Financial Management position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.05% of Peak Financial Management's portfolio in Q2 2026, its #107 holding.
Peak Financial Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2016 and has held it in 6 quarters since.
Peak Financial Management's Fidelity MSCI Information Technology Index ETF position peaked at $1.62M in Q4 2017.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.