Physician Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Physician Wealth 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	$284K	Hold	993	–	–	0.03%	165
2026 Q1	$207K	Sell	993 -60	-6%	-$13.2K	0.03%	189
2025 Q4	$237K	Sell	1,053 -9	-0.8%	-$2.04K	0.03%	176
2025 Q3	$236K	Buy	1,062 +11	+1%	+$2.29K	0.03%	165
2025 Q2	$207K	Buy	1,051 +2	+0.2%	+$346	0.03%	179
2025 Q1	$169K	Hold	1,049	–	–	0.03%	196
2024 Q4	$194K	Buy	+1,049	New	+$192K	0.03%	188
2022 Q3	–	Sell	-2,065	Closed	-$226K	–	149
2022 Q2	$226K	Buy	2,065 +251	+14%	+$26.7K	0.07%	138
2022 Q1	$207K	Buy	+1,814	New	+$220K	0.06%	147
2021 Q3	–	Sell	-16,666	Closed	-$2.02M	–	159
2021 Q2	$2.02M	Sell	16,666 -11,993	-42%	-$1.34M	0.58%	36
2021 Q1	$3.15M	Buy	28,659 +2,975	+12%	+$316K	1.03%	25
2020 Q4	$2.83M	Buy	+25,684	New	+$2.5M	0.96%	26

Other funds holding FTEC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Physician Wealth Advisors's FTEC Position: Q2 2026 in Review

Physician Wealth Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 993 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #165.

Physician Wealth Advisors first reported a position in FTEC in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.15M in Q1 2021. 305 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Physician Wealth Advisors held 993 shares of Fidelity MSCI Information Technology Index ETF worth $284K as of Q2 2026.
Physician Wealth Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #165 holding.
Physician Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 12 quarters since.
Physician Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $3.15M in Q1 2021.
305 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.