SAG
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SageView Advisory Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

SageView Advisory Group’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 		– Sell
-702
Closed -$158K – 1264
2025
Q4 		$158K Buy
+702
New +$159K 0.01% 668

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $5.16B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's FTEC Position: Q1 2026 in Review

SageView Advisory Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2026, closing a stake of 702 shares — an estimated $158K sold.

SageView Advisory Group first reported a position in FTEC in Q4 2025 and held it in 1 quarter. The position peaked at $158K in Q4 2025. 610 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • SageView Advisory Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 702 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $158K.
  • SageView Advisory Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Fidelity MSCI Information Technology Index ETF position peaked at $158K in Q4 2025.
  • 610 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.