Summit Wealth Group (Colorado)’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Summit Wealth Group (Colorado)’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	$3.58M	Sell	12,547 -1,099	-8%	-$287K	0.3%	45
2026 Q1	$2.84M	Sell	13,646 -3,272	-19%	-$719K	0.3%	45
2025 Q4	$3.8M	Buy	+16,918	New	+$3.83M	0.5%	31
2025 Q3	–	Sell	-19,167	Closed	-$3.78M	–	338
2025 Q2	$3.78M	Buy	+19,167	New	+$3.32M	0.95%	27

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

Summit Wealth Group (Colorado)'s FTEC Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 8.1% in Q2 2026, selling an estimated $287K and leaving 12,547 shares worth $3.58M. The position accounts for 0.3% of the portfolio, ranked #45.

Summit Wealth Group (Colorado) first reported a position in FTEC in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.8M in Q4 2025. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Summit Wealth Group (Colorado) held 12,547 shares of Fidelity MSCI Information Technology Index ETF worth $3.58M as of Q2 2026.
Summit Wealth Group (Colorado) sold 1,099 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $287K.
Fidelity MSCI Information Technology Index ETF made up 0.3% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #45 holding.
Summit Wealth Group (Colorado) first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2025 and has held it in 4 quarters since.
Summit Wealth Group (Colorado)'s Fidelity MSCI Information Technology Index ETF position peaked at $3.8M in Q4 2025.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.