RWA Wealth Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

RWA Wealth Partners’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	$13.3M	Buy	46,724 +1,349	+3%	+$353K	0.13%	97
2026 Q1	$9.44M	Sell	45,375 -4,621	-9%	-$1.02M	0.1%	110
2025 Q4	$11.2M	Sell	49,996 -4,799	-9%	-$1.09M	0.12%	100
2025 Q3	$12.2M	Sell	54,795 -4,395	-7%	-$914K	0.14%	95
2025 Q2	$11.7M	Sell	59,190 -1,190	-2%	-$206K	0.15%	95
2025 Q1	$9.74M	Sell	60,380 -1,028	-2%	-$184K	0.12%	105
2024 Q4	$11.4M	Sell	61,408 -681	-1%	-$124K	0.14%	90
2024 Q3	$10.8M	Sell	62,089 -7,052	-10%	-$1.19M	0.14%	96
2024 Q2	$11.9M	Buy	69,141 +5,715	+9%	+$904K	0.16%	86
2024 Q1	$9.88M	Sell	63,426 -1,233	-2%	-$186K	0.13%	98
2023 Q4	$9.29M	Sell	64,659 -361	-0.6%	-$47.8K	0.13%	97
2023 Q3	$7.99M	Sell	65,020 -32,423	-33%	-$4.17M	0.17%	57
2023 Q2	$12.7M	Buy	97,443 +30,817	+46%	+$3.66M	0.28%	37
2023 Q1	$7.59M	Sell	66,626 -726	-1%	-$75.9K	0.18%	48
2022 Q4	$6.61M	Sell	67,352 -25,743	-28%	-$2.49M	0.16%	61
2022 Q3	$8.46M	Sell	93,095 -2,799	-3%	-$291K	0.6%	36
2022 Q2	$9.25M	Sell	95,894 -2,881	-3%	-$307K	0.62%	34
2022 Q1	$12.2M	Sell	98,775 -675	-0.7%	-$81.9K	0.79%	29
2021 Q4	$13.5M	Sell	99,450 -889	-0.9%	-$115K	0.9%	25
2021 Q3	$11.9M	Sell	100,339 -226	-0.2%	-$27.7K	0.89%	26
2021 Q2	$11.8M	Buy	100,565 +45	+0%	+$5.01K	0.88%	26
2021 Q1	$10.6M	Sell	100,520 -33,587	-25%	-$3.57M	0.86%	30
2020 Q4	$14M	Sell	134,107 -3,535	-3%	-$344K	1.24%	20
2020 Q3	$12.7M	Sell	137,642 -1,643	-1%	-$146K	1.33%	14
2020 Q2	$11.5M	Sell	139,285 -696	-0.5%	-$51.3K	1.4%	16
2020 Q1	$8.78M	Buy	139,981 +467	+0.3%	+$33.5K	1.24%	17
2019 Q4	$10.1M	Buy	139,514 +2,261	+2%	+$153K	1%	26
2019 Q3	$8.75M	Buy	137,253 +733	+0.5%	+$46.6K	0.92%	27
2019 Q2	$8.5M	Buy	136,520 +47,204	+53%	+$2.88M	0.91%	29
2019 Q1	$5.29M	Buy	89,316 +53,938	+152%	+$2.96M	0.61%	42
2018 Q4	$1.74M	Sell	35,378 -37,484	-51%	-$2.01M	0.23%	88
2018 Q3	$4.39M	Sell	72,862 -69,524	-49%	-$4.07M	0.49%	43
2018 Q2	$7.87M	Buy	142,386 +68,541	+93%	+$3.74M	0.88%	27
2018 Q1	$3.83M	Buy	73,845 +59,186	+404%	+$3.14M	0.49%	47
2017 Q4	$733K	Buy	+14,659	New	+$722K	0.08%	136

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

RWA Wealth Partners's FTEC Position: Q2 2026 in Review

RWA Wealth Partners increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3% in Q2 2026, buying an estimated $353K and bringing the position to 46,724 shares worth $13.3M. The position accounts for 0.13% of the portfolio, ranked #97.

RWA Wealth Partners first reported a position in FTEC in Q4 2017 and has held it in 35 quarters since. The position peaked at $14M in Q4 2020. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

RWA Wealth Partners held 46,724 shares of Fidelity MSCI Information Technology Index ETF worth $13.3M as of Q2 2026.
RWA Wealth Partners bought 1,349 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $353K.
Fidelity MSCI Information Technology Index ETF made up 0.13% of RWA Wealth Partners's portfolio in Q2 2026, its #97 holding.
RWA Wealth Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2017 and has held it in 35 quarters since.
RWA Wealth Partners's Fidelity MSCI Information Technology Index ETF position peaked at $14M in Q4 2020.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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