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 Q2	$12.9M	Sell	45,191 -656	-1%	-$171K	0.56%	49
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 $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

Smith Salley Wealth Management's FTEC Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.4% in Q2 2026, selling an estimated $171K and leaving 45,191 shares worth $12.9M. The position accounts for 0.56% of the portfolio, ranked #49.

Smith Salley Wealth Management first reported a position in FTEC in Q4 2017 and has held it in 35 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Smith Salley Wealth Management held 45,191 shares of Fidelity MSCI Information Technology Index ETF worth $12.9M as of Q2 2026.
Smith Salley Wealth Management sold 656 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $171K.
Fidelity MSCI Information Technology Index ETF made up 0.56% of Smith Salley Wealth Management's portfolio in Q2 2026, its #49 holding.
Smith Salley Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2017 and has held it in 35 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.