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SHP Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

SHP Wealth 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 		$680K Sell
2,383
-1,274
-35% -$333K 0.05% 146
2026
Q1 		$761K Sell
3,657
-376
-9% -$82.6K 0.06% 114
2025
Q4 		$907K Buy
+4,033
New +$914K 0.07% 91

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 22.9% 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

SHP Wealth Management's FTEC Position: Q2 2026 in Review

SHP Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 35% in Q2 2026, selling an estimated $333K and leaving 2,383 shares worth $680K. The position accounts for 0.05% of the portfolio, ranked #146.

SHP Wealth Management first reported a position in FTEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $907K in Q4 2025. 659 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • SHP Wealth Management held 2,383 shares of Fidelity MSCI Information Technology Index ETF worth $680K as of Q2 2026.
  • SHP Wealth Management sold 1,274 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $333K.
  • Fidelity MSCI Information Technology Index ETF made up 0.05% of SHP Wealth Management's portfolio in Q2 2026, its #146 holding.
  • SHP Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $907K in Q4 2025.
  • 659 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.