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

Smith Salley 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 Q1	$9.54M	Buy	45,847 +739	+2%	+$162K	0.48%	57
2025 Q4	$10.1M	Sell	45,108 -436	-1%	-$98.8K	0.5%	52
2025 Q3	$10.1M	Sell	45,544 -446	-1%	-$92.7K	0.52%	48
2025 Q2	$9.07M	Buy	45,990 +238	+0.5%	+$41.2K	0.52%	48
2025 Q1	$7.38M	Buy	45,752 +985	+2%	+$177K	0.48%	50
2024 Q4	$8.28M	Sell	44,767 -1,876	-4%	-$343K	0.53%	48
2024 Q3	$8.14M	Buy	46,643 +1,398	+3%	+$236K	0.53%	50
2024 Q2	$7.76M	Buy	45,245 +945	+2%	+$149K	0.56%	48
2024 Q1	$6.9M	Sell	44,300 -4,590	-9%	-$691K	0.54%	50
2023 Q4	$7.02M	Sell	48,890 -301	-0.6%	-$39.9K	0.45%	55
2023 Q3	$6.05M	Sell	49,191 -208	-0.4%	-$26.8K	0.45%	56
2023 Q2	$6.45M	Sell	49,399 -657	-1%	-$78K	0.48%	54
2023 Q1	$5.7M	Sell	50,056 -3,356	-6%	-$351K	0.45%	55
2022 Q4	$5.05M	Buy	53,412 +2	+0%	+$193	0.43%	58
2022 Q3	$4.86M	Buy	53,410 +5,669	+12%	+$590K	0.45%	59
2022 Q2	$4.61M	Buy	47,741 +2,502	+6%	+$267K	0.4%	62
2022 Q1	$5.57M	Sell	45,239 -9,291	-17%	-$1.13M	0.42%	60
2021 Q4	$7.38M	Buy	54,530 +3,959	+8%	+$514K	0.52%	53
2021 Q3	$6M	Buy	50,571 +9,907	+24%	+$1.21M	0.47%	55
2021 Q2	$4.79M	Buy	40,664 +2,665	+7%	+$297K	0.39%	62
2021 Q1	$4.02M	Buy	37,999 +4,778	+14%	+$508K	0.36%	63
2020 Q4	$3.47M	Buy	33,221 +59	+0.2%	+$5.74K	0.35%	67
2020 Q3	$3.05M	Sell	33,162 -911	-3%	-$81.1K	0.37%	68
2020 Q2	$2.8M	Buy	34,073 +372	+1%	+$27.4K	0.37%	68
2020 Q1	$2.11M	Buy	33,701 +6,280	+23%	+$451K	0.35%	67
2019 Q4	$1.99M	Buy	27,421 +7,230	+36%	+$490K	0.26%	83
2019 Q3	$1.29M	Buy	20,191 +1,224	+6%	+$77.9K	0.18%	89
2019 Q2	$1.18M	Buy	18,967 +407	+2%	+$24.8K	0.18%	91
2019 Q1	$1.1M	Buy	18,560 +212	+1%	+$11.6K	0.18%	91
2018 Q4	$903K	Sell	18,348 -5,963	-25%	-$320K	0.17%	95
2018 Q3	$1.47M	Buy	24,311 +1,588	+7%	+$93K	0.23%	86
2018 Q2	$1.26M	Buy	22,723 +5,385	+31%	+$294K	0.22%	88
2018 Q1	$899K	Buy	17,338 +1,296	+8%	+$68.7K	0.16%	95
2017 Q4	$802K	Buy	+16,042	New	+$790K	0.14%	103

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

Smith Salley Wealth Management's FTEC Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.6% in Q1 2026, buying an estimated $162K and bringing the position to 45,847 shares worth $9.54M. The position accounts for 0.48% of the portfolio, ranked #57.

Smith Salley Wealth Management first reported a position in FTEC in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.1M in Q4 2025. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Smith Salley Wealth Management held 45,847 shares of Fidelity MSCI Information Technology Index ETF worth $9.54M as of Q1 2026.
Smith Salley Wealth Management bought 739 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $162K.
Fidelity MSCI Information Technology Index ETF made up 0.48% of Smith Salley Wealth Management's portfolio in Q1 2026, its #57 holding.
Smith Salley Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2017 and has held it in 34 quarters since.
Smith Salley Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $10.1M in Q4 2025.
603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.