Sax Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Sax Wealth 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	$3.01M	Buy	14,490 +3,315	+30%	+$867K	0.12%	118
2026 Q1	$2.51M	Hold	11,175	–	–	0.12%	105
2025 Q4	$2.51M	Buy	11,175 +3,643	+48%	+$825K	0.12%	107
2025 Q3	$1.67M	Buy	7,532 +3,551	+89%	+$738K	0.09%	120
2025 Q2	$785K	Buy	+3,981	New	+$689K	0.05%	199

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 22.9% 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

Sax Wealth Advisors's FTEC Position: Q2 2026 in Review

Sax Wealth Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 30% in Q2 2026, buying an estimated $867K and bringing the position to 14,490 shares worth $3.01M. The position accounts for 0.12% of the portfolio, ranked #118.

Sax Wealth Advisors first reported a position in FTEC in Q2 2025 and has held it in 5 quarters since. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Sax Wealth Advisors held 14,490 shares of Fidelity MSCI Information Technology Index ETF worth $3.01M as of Q2 2026.
Sax Wealth Advisors bought 3,315 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $867K.
Fidelity MSCI Information Technology Index ETF made up 0.12% of Sax Wealth Advisors's portfolio in Q2 2026, its #118 holding.
Sax Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2025 and has held it in 5 quarters since.
660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.