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Savvy Advisors Inc’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Savvy Advisors Inc’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 		$2.69M Sell
9,407
-203
-2% -$53.1K 0.06% 271
2026
Q1 		$2M Sell
9,610
-855
-8% -$188K 0.05% 269
2025
Q4 		$2.35M Sell
10,465
-920
-8% -$208K 0.08% 199
2025
Q3 		$2.53M Sell
11,385
-711
-6% -$148K 0.12% 128
2025
Q2 		$2.39M Buy
12,096
+5,105
+73% +$883K 0.16% 93
2025
Q1 		$1.13M Sell
6,991
-566
-7% -$101K 0.11% 151
2024
Q4 		$1.4M Buy
7,557
+390
+5% +$71.3K 0.17% 106
2024
Q3 		$1.25M Buy
7,167
+2,678
+60% +$453K 0.25% 79
2024
Q2 		$770K Buy
4,489
+1,197
+36% +$189K 0.25% 95
2024
Q1 		$513K Buy
+3,292
New +$496K 0.3% 90

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

Savvy Advisors Inc's FTEC Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.1% in Q2 2026, selling an estimated $53.1K and leaving 9,407 shares worth $2.69M. The position accounts for 0.06% of the portfolio, ranked #271.

Savvy Advisors Inc first reported a position in FTEC in Q1 2024 and has held it in 10 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Savvy Advisors Inc held 9,407 shares of Fidelity MSCI Information Technology Index ETF worth $2.69M as of Q2 2026.
  • Savvy Advisors Inc sold 203 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $53.1K.
  • Fidelity MSCI Information Technology Index ETF made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #271 holding.
  • Savvy Advisors Inc first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.