SWMG LLC’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

SWMG LLC’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	$494K	Sell	1,766 -104	-6%	-$27.2K	0.12%	61
2026 Q1	$389K	Buy	1,870 +7	+0.4%	+$1.54K	0.11%	78
2025 Q4	$411K	Sell	1,863 -333	-15%	-$75.4K	0.11%	76
2025 Q3	$498K	Buy	2,196 +480	+28%	+$99.8K	0.15%	68
2025 Q2	$354K	Buy	1,716 +242	+16%	+$41.9K	0.12%	87
2025 Q1	$240K	Buy	+1,474	New	+$264K	0.1%	103
2024 Q2	–	Sell	-2,257	Closed	-$352K	–	101
2024 Q1	$352K	Buy	2,257 +561	+33%	+$84.5K	0.16%	70
2023 Q4	$244K	Buy	+1,696	New	+$225K	0.12%	90

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

SWMG LLC's FTEC Position: Q2 2026 in Review

SWMG LLC reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 5.6% in Q2 2026, selling an estimated $27.2K and leaving 1,766 shares worth $494K. The position accounts for 0.12% of the portfolio, ranked #61.

SWMG LLC first reported a position in FTEC in Q4 2023 and has held it in 8 quarters since. The position peaked at $498K in Q3 2025. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

SWMG LLC held 1,766 shares of Fidelity MSCI Information Technology Index ETF worth $494K as of Q2 2026.
SWMG LLC sold 104 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $27.2K.
Fidelity MSCI Information Technology Index ETF made up 0.12% of SWMG LLC's portfolio in Q2 2026, its #61 holding.
SWMG LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 8 quarters since.
SWMG LLC's Fidelity MSCI Information Technology Index ETF position peaked at $498K in Q3 2025.
658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.