Verdence Capital Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Verdence Capital 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	$319K	Hold	1,116	–	–	0.02%	530
2026 Q1	$232K	Buy	1,116 +1	+0.1%	+$220	0.01%	578
2025 Q4	$251K	Buy	1,115 +95	+9%	+$21.5K	0.01%	569
2025 Q3	$239K	Hold	1,020	–	–	0.01%	634
2025 Q2	$201K	Buy	+1,020	New	+$176K	0.01%	648

Other funds holding FTEC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Verdence Capital Advisors's FTEC Position: Q2 2026 in Review

Verdence Capital Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 1,116 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #530.

Verdence Capital Advisors first reported a position in FTEC in Q2 2025 and has held it in 5 quarters since. 318 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Verdence Capital Advisors held 1,116 shares of Fidelity MSCI Information Technology Index ETF worth $319K as of Q2 2026.
Verdence Capital Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #530 holding.
Verdence Capital Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2025 and has held it in 5 quarters since.
318 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.