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

River 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 		$741K Sell
2,596
-119
-4% -$31.1K 0.08% 137
2026
Q1 		$565K Buy
2,715
+25
+0.9% +$5.49K 0.06% 144
2025
Q4 		$604K Sell
2,690
-80
-3% -$18.1K 0.07% 140
2025
Q3 		$616K Sell
2,770
-564
-17% -$117K 0.07% 141
2025
Q2 		$657K Sell
3,334
-72
-2% -$12.5K 0.08% 138
2025
Q1 		$549K Buy
3,406
+88
+3% +$15.8K 0.08% 144
2024
Q4 		$613K Sell
3,318
-331
-9% -$60.5K 0.08% 138
2024
Q3 		$637K Sell
3,649
-14
-0.4% -$2.37K 0.08% 133
2024
Q2 		$628K Sell
3,663
-16
-0.4% -$2.53K 0.09% 126
2024
Q1 		$573K Sell
3,679
-186
-5% -$28K 0.08% 136
2023
Q4 		$555K Sell
3,865
-34
-0.9% -$4.5K 0.09% 135
2023
Q3 		$479K Sell
3,899
-640
-14% -$82.3K 0.09% 140
2023
Q2 		$593K Sell
4,539
-187
-4% -$22.2K 0.1% 138
2023
Q1 		$539K Sell
4,726
-20
-0.4% -$2.09K 0.1% 142
2022
Q4 		$449K Buy
4,746
+197
+4% +$19K 0.09% 155
2022
Q3 		$414K Buy
4,549
+284
+7% +$29.5K 0.09% 144
2022
Q2 		$412K Sell
4,265
-71
-2% -$7.57K 0.08% 159
2022
Q1 		$534K Buy
4,336
+532
+14% +$64.5K 0.09% 148
2021
Q4 		$515K Sell
3,804
-274
-7% -$35.6K 0.08% 152
2021
Q3 		$484K Buy
4,078
+668
+20% +$81.8K 0.08% 151
2021
Q2 		$402K Buy
3,410
+139
+4% +$15.5K 0.07% 165
2021
Q1 		$346K Buy
3,271
+150
+5% +$15.9K 0.06% 171
2020
Q4 		$326K Sell
3,121
-37
-1% -$3.6K 0.07% 171
2020
Q3 		$291K Buy
3,158
+159
+5% +$14.2K 0.08% 166
2020
Q2 		$247K Buy
+2,999
New +$221K 0.08% 162
2019
Q1 		– Sell
-2,393
Closed -$118K – 270
2018
Q4 		$118K Buy
2,393
+51
+2% +$2.74K 0.05% 176
2018
Q3 		$141K Buy
2,342
+650
+38% +$38.1K 0.05% 183
2018
Q2 		$94K Buy
+1,692
New +$92.3K 0.04% 207

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 22.96% 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

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

River Wealth Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.4% in Q2 2026, selling an estimated $31.1K and leaving 2,596 shares worth $741K. The position accounts for 0.08% of the portfolio, ranked #137.

River Wealth Advisors first reported a position in FTEC in Q2 2018 and has held it in 28 quarters since. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • River Wealth Advisors held 2,596 shares of Fidelity MSCI Information Technology Index ETF worth $741K as of Q2 2026.
  • River Wealth Advisors sold 119 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $31.1K.
  • Fidelity MSCI Information Technology Index ETF made up 0.08% of River Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • River Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2018 and has held it in 28 quarters since.
  • 658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.