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Sage Mountain Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Sage Mountain 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 		$919K Hold
3,217
– – 0.06% 102
2026
Q1 		$669K Hold
3,217
– – 0.05% 118
2025
Q4 		$723K Buy
3,217
+1,802
+127% +$408K 0.04% 215
2025
Q3 		$314K Hold
1,415
– – 0.02% 356
2025
Q2 		$279K Hold
1,415
– – 0.02% 347
2025
Q1 		$228K Hold
1,415
– – 0.02% 353
2024
Q4 		$262K Hold
1,415
– – 0.02% 328
2024
Q3 		$247K Buy
+1,415
New +$239K 0.02% 334

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

Sage Mountain Advisors's FTEC Position: Q2 2026 in Review

Sage Mountain Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 3,217 shares worth $919K. The position accounts for 0.06% of the portfolio, ranked #102.

Sage Mountain Advisors first reported a position in FTEC in Q3 2024 and has held it in 8 quarters since. 656 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Sage Mountain Advisors held 3,217 shares of Fidelity MSCI Information Technology Index ETF worth $919K as of Q2 2026.
  • Sage Mountain Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.06% of Sage Mountain Advisors's portfolio in Q2 2026, its #102 holding.
  • Sage Mountain Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 656 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.