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

Primoris 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
Q1 		$7.58M Sell
36,455
-136
-0.4% -$29.9K 5.31% 2
2025
Q4 		$8.22M Sell
36,591
-16,564
-31% -$3.75M 4.92% 1
2025
Q3 		$11.8M Buy
53,155
+18,987
+56% +$3.95M 7.51% 1
2025
Q2 		$6.74M Buy
34,168
+3,856
+13% +$667K 4.6% 2
2025
Q1 		$4.89M Sell
30,312
-23,255
-43% -$4.17M 3.78% 6
2024
Q4 		$9.9M Buy
53,567
+25,784
+93% +$4.71M 7.53% 1
2024
Q3 		$4.79M Sell
27,783
-4,231
-13% -$715K 3.48% 5
2024
Q2 		$5.49M Sell
32,014
-2,429
-7% -$384K 4.38% 3
2024
Q1 		$5.37M Buy
34,443
+174
+0.5% +$26.2K 4.29% 2
2023
Q4 		$4.92M Buy
34,269
+24,155
+239% +$3.2M 4.64% 3
2023
Q3 		$1.24M Sell
10,114
-783
-7% -$101K 1.5% 24
2023
Q2 		$1.42M Sell
10,897
-65
-0.6% -$7.72K 1.56% 24
2023
Q1 		$1.25M Sell
10,962
-34
-0.3% -$3.56K 1.54% 24
2022
Q4 		$1.04M Sell
10,996
-758
-6% -$73.2K 1.6% 20
2022
Q3 		$1.08M Sell
11,754
-1,229
-9% -$128K 1.92% 16
2022
Q2 		$1.25M Sell
12,983
-345
-3% -$36.8K 1.79% 18
2022
Q1 		$1.64M Sell
13,328
-1,545
-10% -$187K 1.53% 24
2021
Q4 		$2.02M Buy
+14,873
New +$1.93M 1.63% 23

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primoris Wealth Advisors's FTEC Position: Q1 2026 in Review

Primoris Wealth Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.37% in Q1 2026, selling an estimated $29.9K and leaving 36,455 shares worth $7.58M. The position accounts for 5.31% of the portfolio, ranked #2.

Primoris Wealth Advisors first reported a position in FTEC in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.8M in Q3 2025. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Primoris Wealth Advisors held 36,455 shares of Fidelity MSCI Information Technology Index ETF worth $7.58M as of Q1 2026.
  • Primoris Wealth Advisors sold 136 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $29.9K.
  • Fidelity MSCI Information Technology Index ETF made up 5.31% of Primoris Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Primoris Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 18 quarters since.
  • Primoris Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $11.8M in Q3 2025.
  • 603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.