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

Perigon 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	$276K	Hold	968	–	–	﹤0.01%	1167
2026 Q1	$201K	Sell	968 -173	-15%	-$38K	﹤0.01%	1224
2025 Q4	$256K	Buy	+1,141	New	+$258K	﹤0.01%	1092
2016 Q4	–	Sell	-7,925	Closed	-$290K	–	720
2016 Q3	$290K	Buy	+7,925	New	+$279K	0.07%	181

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

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

Perigon Wealth Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 968 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Perigon Wealth Management first reported a position in FTEC in Q3 2016 and has held it in 4 quarters since. The position peaked at $290K in Q3 2016. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Perigon Wealth Management held 968 shares of Fidelity MSCI Information Technology Index ETF worth $276K as of Q2 2026.
Perigon Wealth Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1167 holding.
Perigon Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2016 and has held it in 4 quarters since.
Perigon Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $290K in Q3 2016.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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