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

SteelPeak Wealth’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	$981K	Sell	3,436 -49	-1%	-$12.8K	0.03%	313
2026 Q1	$725K	Sell	3,485 -104,239	-97%	-$22.9M	0.02%	339
2025 Q4	$24.2M	Buy	107,724 +104,830	+3,622%	+$23.7M	0.79%	29
2025 Q3	$643K	Sell	2,894 -68,970	-96%	-$14.3M	0.02%	356
2025 Q2	$14.2M	Buy	+71,864	New	+$12.4M	0.55%	41
2025 Q1	–	Sell	-287,134	Closed	-$53.1M	–	616
2024 Q4	$53.1M	Buy	+287,134	New	+$52.5M	2.16%	11
2024 Q1	–	Sell	-66,399	Closed	-$9.54M	–	502
2023 Q4	$9.54M	Buy	+66,399	New	+$8.79M	0.55%	47
2021 Q1	–	Sell	-56,462	Closed	-$5.9M	–	385
2020 Q4	$5.9M	Buy	+56,462	New	+$5.49M	0.54%	43

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

SteelPeak Wealth's FTEC Position: Q2 2026 in Review

SteelPeak Wealth reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.4% in Q2 2026, selling an estimated $12.8K and leaving 3,436 shares worth $981K. The position accounts for 0.03% of the portfolio, ranked #313.

SteelPeak Wealth first reported a position in FTEC in Q4 2020 and has held it in 8 quarters since. The position peaked at $53.1M in Q4 2024. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

SteelPeak Wealth held 3,436 shares of Fidelity MSCI Information Technology Index ETF worth $981K as of Q2 2026.
SteelPeak Wealth sold 49 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $12.8K.
Fidelity MSCI Information Technology Index ETF made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #313 holding.
SteelPeak Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 8 quarters since.
SteelPeak Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $53.1M in Q4 2024.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.