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

Visionary 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 		$4.52M Sell
15,844
-697
-4% -$182K 0.18% 129
2026
Q1 		$3.44M Sell
16,541
-574
-3% -$126K 0.15% 150
2025
Q4 		$3.85M Sell
17,115
-465
-3% -$105K 0.17% 131
2025
Q3 		$3.91M Sell
17,580
-493
-3% -$103K 0.18% 125
2025
Q2 		$3.56M Buy
18,073
+2,594
+17% +$449K 0.18% 132
2025
Q1 		$2.5M Buy
15,479
+5,990
+63% +$1.07M 0.15% 152
2024
Q4 		$1.75M Buy
9,489
+4,026
+74% +$736K 0.1% 188
2024
Q3 		$953K Buy
5,463
+306
+6% +$51.7K 0.06% 258
2024
Q2 		$885K Sell
5,157
-64
-1% -$10.1K 0.06% 252
2024
Q1 		$814K Buy
5,221
+2,001
+62% +$301K 0.05% 254
2023
Q4 		$462K Sell
3,220
-1,349
-30% -$179K 0.03% 326
2023
Q3 		$562K Sell
4,569
-1,648
-27% -$212K 0.05% 280
2023
Q2 		$812K Sell
6,217
-1,378
-18% -$164K 0.07% 233
2023
Q1 		$865K Sell
7,595
-2,661
-26% -$278K 0.07% 210
2022
Q4 		$969K Buy
10,256
+701
+7% +$67.7K 0.09% 180
2022
Q3 		$869K Buy
9,555
+5
+0.1% +$520 0.09% 177
2022
Q2 		$922K Buy
9,550
+964
+11% +$103K 0.08% 180
2022
Q1 		$1.06M Buy
8,586
+1,389
+19% +$169K 0.09% 178
2021
Q4 		$974K Sell
7,197
-283
-4% -$36.7K 0.08% 166
2021
Q3 		$887K Sell
7,480
-3,913
-34% -$479K 0.09% 144
2021
Q2 		$1.34M Sell
11,393
-28,486
-71% -$3.17M 0.13% 129
2021
Q1 		$4.22M Buy
39,879
+1,214
+3% +$129K 0.44% 61
2020
Q4 		$4.04M Buy
38,665
+731
+2% +$71.1K 0.45% 57
2020
Q3 		$3.49M Sell
37,934
-1,868
-5% -$166K 0.49% 53
2020
Q2 		$3.27M Buy
+39,802
New +$2.94M 0.5% 52

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

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

Visionary Wealth Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.2% in Q2 2026, selling an estimated $182K and leaving 15,844 shares worth $4.52M. The position accounts for 0.18% of the portfolio, ranked #129.

Visionary Wealth Advisors first reported a position in FTEC in Q2 2020 and has held it in 25 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Visionary Wealth Advisors held 15,844 shares of Fidelity MSCI Information Technology Index ETF worth $4.52M as of Q2 2026.
  • Visionary Wealth Advisors sold 697 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $182K.
  • Fidelity MSCI Information Technology Index ETF made up 0.18% of Visionary Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • Visionary Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2020 and has held it in 25 quarters since.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.