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

SFMG 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 Q1	$983K	Buy	4,726 +1,593	+51%	+$350K	0.07%	115
2025 Q4	$704K	Buy	3,133 +553	+21%	+$125K	0.05%	147
2025 Q3	$573K	Sell	2,580 -420	-14%	-$87.3K	0.04%	155
2025 Q2	$592K	Buy	3,000 +93	+3%	+$16.1K	0.04%	134
2025 Q1	$469K	Buy	2,907 +81	+3%	+$14.5K	0.04%	155
2024 Q4	$522K	Buy	2,826 +430	+18%	+$78.6K	0.04%	144
2024 Q3	$418K	Buy	2,396 +848	+55%	+$143K	0.03%	163
2024 Q2	$266K	Buy	+1,548	New	+$245K	0.02%	208
2022 Q1	–	Sell	-1,594	Closed	-$216K	–	307
2021 Q4	$216K	Buy	+1,594	New	+$207K	0.02%	257

Other funds holding FTEC

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFMG Wealth Advisors's FTEC Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 51% in Q1 2026, buying an estimated $350K and bringing the position to 4,726 shares worth $983K. The position accounts for 0.07% of the portfolio, ranked #115.

SFMG Wealth Advisors first reported a position in FTEC in Q4 2021 and has held it in 9 quarters since. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

SFMG Wealth Advisors held 4,726 shares of Fidelity MSCI Information Technology Index ETF worth $983K as of Q1 2026.
SFMG Wealth Advisors bought 1,593 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $350K.
Fidelity MSCI Information Technology Index ETF made up 0.07% of SFMG Wealth Advisors's portfolio in Q1 2026, its #115 holding.
SFMG Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 9 quarters since.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.