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Peak Retirement Planning’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Peak Retirement Planning’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 		$193K Buy
+676
New +$177K 0.03% 189
2025
Q3 		– Sell
-1,744
Closed -$344K – 131
2025
Q2 		$344K Buy
+1,744
New +$302K 0.14% 96

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 22.9% 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

Peak Retirement Planning's FTEC Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 676 shares worth $193K. The stake represents 0.03% of the portfolio and ranks #189 among its holdings. This is a return to the name: Peak Retirement Planning previously reported a position in FTEC as recently as Q2 2025.

Peak Retirement Planning first reported a position in FTEC in Q2 2025 and has held it in 2 quarters since. The position peaked at $344K in Q2 2025. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Peak Retirement Planning held 676 shares of Fidelity MSCI Information Technology Index ETF worth $193K as of Q2 2026.
  • Fidelity MSCI Information Technology Index ETF was a new Peak Retirement Planning position in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.03% of Peak Retirement Planning's portfolio in Q2 2026, its #189 holding.
  • Peak Retirement Planning first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2025 and has held it in 2 quarters since.
  • Peak Retirement Planning's Fidelity MSCI Information Technology Index ETF position peaked at $344K in Q2 2025.
  • 660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.