Walkner Condon Financial Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Walkner Condon Financial 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	$240K	Sell	839 -130	-13%	-$34K	0.03%	303
2026 Q1	$202K	Buy	969 +47	+5%	+$10.3K	0.03%	316
2025 Q4	$207K	Sell	922 -446	-33%	-$101K	0.03%	300
2025 Q3	$304K	Buy	1,368 +10	+0.7%	+$2.08K	0.05%	231
2025 Q2	$268K	Buy	1,358 +66	+5%	+$11.4K	0.05%	232
2025 Q1	$208K	Sell	1,292 -856	-40%	-$153K	0.04%	257
2024 Q4	$397K	Sell	2,148 -319	-13%	-$58.3K	0.08%	183
2024 Q3	$430K	Sell	2,467 -3,160	-56%	-$534K	0.09%	172
2024 Q2	$965K	Hold	5,627	–	–	0.21%	95
2024 Q1	$877K	Hold	5,627	–	–	0.19%	104
2023 Q4	$808K	Sell	5,627 -224	-4%	-$29.7K	0.18%	108
2023 Q3	$719K	Hold	5,851	–	–	0.19%	103
2023 Q2	$764K	Sell	5,851 -366	-6%	-$43.5K	0.2%	97
2023 Q1	$708K	Buy	6,217 +366	+6%	+$38.3K	0.2%	102
2022 Q4	$553K	Buy	5,851 +66	+1%	+$6.37K	0.17%	113
2022 Q3	$526K	Hold	5,785	–	–	0.17%	114
2022 Q2	$558K	Buy	+5,785	New	+$616K	0.17%	113

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

Walkner Condon Financial Advisors's FTEC Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 13% in Q2 2026, selling an estimated $34K and leaving 839 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #303.

Walkner Condon Financial Advisors first reported a position in FTEC in Q2 2022 and has held it in 17 quarters since. The position peaked at $965K in Q2 2024. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Walkner Condon Financial Advisors held 839 shares of Fidelity MSCI Information Technology Index ETF worth $240K as of Q2 2026.
Walkner Condon Financial Advisors sold 130 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $34K.
Fidelity MSCI Information Technology Index ETF made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #303 holding.
Walkner Condon Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2022 and has held it in 17 quarters since.
Walkner Condon Financial Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $965K in Q2 2024.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.