Pension & Wealth Management Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Pension & Wealth Management Advisors’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	$47.6K	Buy	+166	New	+$43.4K	0.01%	327
2026 Q1	–	Hold	0	–	–	–	500
2025 Q4	–	Sell	-6	Closed	-$1.36K	–	518
2025 Q3	$1.48K	Sell	6 -94	-94%	-$19.5K	﹤0.01%	497
2025 Q2	$19.7K	Hold	100	–	–	0.01%	329
2025 Q1	$16.1K	Hold	100	–	–	0.01%	340
2024 Q4	$18.5K	Buy	+100	New	+$18.3K	0.01%	340

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

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 $80B AUM 26.12% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pension & Wealth Management Advisors's FTEC Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 166 shares worth $47.6K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: Pension & Wealth Management Advisors previously reported a position in FTEC as recently as Q3 2025.

Pension & Wealth Management Advisors first reported a position in FTEC in Q4 2024 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Pension & Wealth Management Advisors held 166 shares of Fidelity MSCI Information Technology Index ETF worth $47.6K as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new Pension & Wealth Management Advisors position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #327 holding.
Pension & Wealth Management Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 5 quarters since.
631 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.