Sound View Wealth Advisors Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Sound View Wealth Advisors Group’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	$877K	Hold	3,072	–	–	0.05%	212
2026 Q1	$639K	Hold	3,072	–	–	0.04%	249
2025 Q4	$690K	Sell	3,072 -250	-8%	-$56.6K	0.05%	235
2025 Q3	$738K	Hold	3,322	–	–	0.05%	230
2025 Q2	$655K	Hold	3,322	–	–	0.05%	237
2025 Q1	$536K	Sell	3,322 -50	-1%	-$8.96K	0.04%	249
2024 Q4	$623K	Buy	3,372 +200	+6%	+$36.6K	0.05%	233
2024 Q3	$554K	Hold	3,172	–	–	0.05%	242
2024 Q2	$544K	Sell	3,172 -650	-17%	-$103K	0.06%	227
2024 Q1	$596K	Sell	3,822 -23	-0.6%	-$3.46K	0.06%	220
2023 Q4	$552K	Buy	3,845 +200	+5%	+$26.5K	0.06%	221
2023 Q3	$448K	Sell	3,645 -3	-0.1%	-$386	0.06%	236
2023 Q2	$477K	Buy	3,648 +1,350	+59%	+$160K	0.06%	228
2023 Q1	$262K	Sell	2,298 -1,547	-40%	-$162K	0.04%	305
2022 Q4	$552K	Buy	+3,845	New	+$371K	0.06%	221

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

Sound View Wealth Advisors Group's FTEC Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 3,072 shares worth $877K. The position accounts for 0.05% of the portfolio, ranked #212.

Sound View Wealth Advisors Group first reported a position in FTEC in Q4 2022 and has held it in 15 quarters since. 659 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Sound View Wealth Advisors Group held 3,072 shares of Fidelity MSCI Information Technology Index ETF worth $877K as of Q2 2026.
Sound View Wealth Advisors Group left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #212 holding.
Sound View Wealth Advisors Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 15 quarters since.
659 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.