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Tower View Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Tower View Wealth Management’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 		$8.64K Hold
30
– – ﹤0.01% 159
2026
Q1 		$6.29K Hold
30
– – ﹤0.01% 166
2025
Q4 		$6.78K Hold
30
– – ﹤0.01% 145
2025
Q3 		$6.7K Hold
30
– – ﹤0.01% 145
2025
Q2 		$5.94K Hold
30
– – ﹤0.01% 162
2025
Q1 		$4.85K Hold
30
– – ﹤0.01% 156
2024
Q4 		$5.55K Sell
30
-43
-59% -$7.86K ﹤0.01% 149
2024
Q3 		$12.7K Buy
+73
New +$12.3K 0.01% 127

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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

Tower View Wealth Management's FTEC Position: Q2 2026 in Review

Tower View Wealth Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 30 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Tower View Wealth Management first reported a position in FTEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.7K in Q3 2024. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Tower View Wealth Management held 30 shares of Fidelity MSCI Information Technology Index ETF worth $8.64K as of Q2 2026.
  • Tower View Wealth Management 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 Tower View Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Tower View Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 8 quarters since.
  • Tower View Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $12.7K in Q3 2024.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.