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

SOA 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 Q2	$45.4K	Hold	159	–	–	0.01%	406
2026 Q1	$33.1K	Hold	159	–	–	0.01%	431
2025 Q4	$35.7K	Hold	159	–	–	0.01%	417
2025 Q3	$35.3K	Hold	159	–	–	0.01%	429
2025 Q2	$31.4K	Hold	159	–	–	0.01%	436
2025 Q1	$25.6K	Sell	159 -400	-72%	-$71.7K	0.01%	432
2024 Q4	$103K	Buy	559 +400	+252%	+$73.1K	0.02%	248
2024 Q3	$27.7K	Hold	159	–	–	0.01%	401
2024 Q2	$27.3K	Hold	159	–	–	0.01%	390
2024 Q1	$24.8K	Hold	159	–	–	0.01%	409
2023 Q4	$22.8K	Hold	159	–	–	0.01%	403
2023 Q3	$19.5K	Hold	159	–	–	﹤0.01%	425
2023 Q2	$20.8K	Hold	159	–	–	﹤0.01%	424
2023 Q1	$18.1K	Hold	159	–	–	﹤0.01%	442
2022 Q4	$15K	Hold	159	–	–	﹤0.01%	455
2022 Q3	$14K	Hold	159	–	–	﹤0.01%	454
2022 Q2	$15K	Hold	159	–	–	﹤0.01%	432
2022 Q1	$19K	Hold	159	–	–	﹤0.01%	475
2021 Q4	$21K	Hold	159	–	–	0.01%	437
2021 Q3	$18K	Hold	159	–	–	﹤0.01%	476
2021 Q2	$18K	Hold	159	–	–	﹤0.01%	476
2021 Q1	$16K	Hold	159	–	–	﹤0.01%	437
2020 Q4	$17K	Buy	+159	New	+$15.5K	﹤0.01%	432

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

SOA Wealth Advisors's FTEC Position: Q2 2026 in Review

SOA Wealth Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 159 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #406.

SOA Wealth Advisors first reported a position in FTEC in Q4 2020 and has held it in 23 quarters since. The position peaked at $103K in Q4 2024. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

SOA Wealth Advisors held 159 shares of Fidelity MSCI Information Technology Index ETF worth $45.4K as of Q2 2026.
SOA Wealth Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #406 holding.
SOA Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $103K in Q4 2024.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.