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

Sagespring 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 		$446K Sell
1,561
-117
-7% -$30.6K 0.01% 562
2026
Q1 		$349K Sell
1,678
-172
-9% -$37.8K 0.01% 602
2025
Q4 		$416K Sell
1,850
-52
-3% -$11.8K 0.01% 526
2025
Q3 		$423K Buy
1,902
+2
+0.1% +$416 0.01% 506
2025
Q2 		$375K Buy
1,900
+29
+2% +$5.02K 0.01% 513
2025
Q1 		$302K Buy
1,871
+350
+23% +$62.7K 0.01% 513
2024
Q4 		$281K Buy
+1,521
New +$278K 0.01% 492

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

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

Sagespring Wealth Partners reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 7% in Q2 2026, selling an estimated $30.6K and leaving 1,561 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #562.

Sagespring Wealth Partners first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Sagespring Wealth Partners held 1,561 shares of Fidelity MSCI Information Technology Index ETF worth $446K as of Q2 2026.
  • Sagespring Wealth Partners sold 117 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $30.6K.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #562 holding.
  • Sagespring Wealth Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.