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

Valued Wealth Advisors’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 		– Sell
-50
Closed -$10.4K – 923
2026
Q1 		$10.4K Hold
50
– – ﹤0.01% 283
2025
Q4 		$11.2K Sell
50
-40
-44% -$9.06K ﹤0.01% 205
2025
Q3 		$20K Hold
90
– – 0.01% 151
2025
Q2 		$17.8K Hold
90
– – 0.01% 156
2025
Q1 		$14.5K Buy
+90
New +$16.1K 0.01% 185

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

Valued Wealth Advisors's FTEC Position: Q2 2026 in Review

Valued Wealth Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026, closing a stake of 50 shares — an estimated $10.4K sold.

Valued Wealth Advisors first reported a position in FTEC in Q1 2025 and held it in 5 quarters. The position peaked at $20K in Q3 2025. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Valued Wealth Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 50 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $10.4K.
  • Valued Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2025 and held it in 5 quarters.
  • Valued Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $20K in Q3 2025.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.