Secure Asset Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Secure Asset Management’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	$4.4M	Buy	15,394 +680	+5%	+$178K	0.62%	45
2026 Q1	$3.06M	Sell	14,714 -1,030	-7%	-$226K	0.48%	57
2025 Q4	$3.54M	Buy	15,744 +231	+1%	+$52.3K	0.55%	47
2025 Q3	$3.47M	Buy	15,513 +85	+0.6%	+$17.7K	0.57%	48
2025 Q2	$3.04M	Buy	15,428 +514	+3%	+$88.9K	0.56%	43
2025 Q1	$2.41M	Buy	14,914 +1,095	+8%	+$196K	0.48%	57
2024 Q4	$2.55M	Sell	13,819 -2,765	-17%	-$505K	0.39%	57
2024 Q3	$2.89M	Buy	16,584 +1,004	+6%	+$170K	0.49%	40
2024 Q2	$2.67M	Buy	15,580 +260	+2%	+$41.1K	0.51%	40
2024 Q1	$2.39M	Buy	15,320 +4,535	+42%	+$683K	0.56%	32
2023 Q4	$1.55M	Buy	10,785 +20	+0.2%	+$2.65K	0.42%	54
2023 Q3	$1.32M	Sell	10,765 -1,662	-13%	-$214K	0.4%	56
2023 Q2	$1.62M	Buy	12,427 +197	+2%	+$23.4K	0.49%	58
2023 Q1	$1.39M	Sell	12,230 -563	-4%	-$58.9K	0.46%	65
2022 Q4	$1.21M	Buy	12,793 +969	+8%	+$93.6K	0.43%	68
2022 Q3	$1.07M	Sell	11,824 -236	-2%	-$24.5K	0.6%	28
2022 Q2	$1.16M	Sell	12,060 -415	-3%	-$44.2K	0.64%	27
2022 Q1	$1.53M	Sell	12,475 -570	-4%	-$69.2K	0.69%	20
2021 Q4	$1.77M	Buy	13,045 +2,049	+19%	+$266K	0.72%	20
2021 Q3	$1.3M	Buy	10,996 +2,430	+28%	+$298K	0.64%	24
2021 Q2	$1.01M	Buy	8,566 +2,440	+40%	+$272K	0.51%	33
2021 Q1	$648K	Hold	6,126	–	–	0.36%	56
2020 Q4	$640K	Buy	6,126 +2,250	+58%	+$219K	0.38%	56
2020 Q3	$357K	Buy	3,876 +316	+9%	+$28.1K	0.24%	91
2020 Q2	$293K	Buy	3,560 +200	+6%	+$14.7K	0.21%	113
2020 Q1	$211K	Sell	3,360 -280	-8%	-$20.1K	0.23%	102
2019 Q4	$264K	Buy	+3,640	New	+$247K	0.19%	130

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 22.96% 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

Secure Asset Management's FTEC Position: Q2 2026 in Review

Secure Asset Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.6% in Q2 2026, buying an estimated $178K and bringing the position to 15,394 shares worth $4.4M. The position accounts for 0.62% of the portfolio, ranked #45.

Secure Asset Management first reported a position in FTEC in Q4 2019 and has held it in 27 quarters since. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Secure Asset Management held 15,394 shares of Fidelity MSCI Information Technology Index ETF worth $4.4M as of Q2 2026.
Secure Asset Management bought 680 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $178K.
Fidelity MSCI Information Technology Index ETF made up 0.62% of Secure Asset Management's portfolio in Q2 2026, its #45 holding.
Secure Asset Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and has held it in 27 quarters since.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.