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

Waverly 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	$577K	Sell	2,021 -603	-23%	-$158K	﹤0.01%	1108
2026 Q1	$546K	Sell	2,624 -14,141	-84%	-$3.11M	﹤0.01%	1044
2025 Q4	$3.77M	Buy	16,765 +15,089	+900%	+$3.42M	0.03%	435
2025 Q3	$372K	Sell	1,676 -93	-5%	-$19.3K	﹤0.01%	957
2025 Q2	$349K	Buy	1,769 +334	+23%	+$57.8K	﹤0.01%	913
2025 Q1	$231K	Buy	+1,435	New	+$257K	﹤0.01%	1009
2024 Q3	–	Sell	-1,439	Closed	-$247K	–	814
2024 Q2	$247K	Buy	+1,439	New	+$228K	﹤0.01%	712

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

Waverly Advisors's FTEC Position: Q2 2026 in Review

Waverly Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 23% in Q2 2026, selling an estimated $158K and leaving 2,021 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Waverly Advisors first reported a position in FTEC in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.77M in Q4 2025. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Waverly Advisors held 2,021 shares of Fidelity MSCI Information Technology Index ETF worth $577K as of Q2 2026.
Waverly Advisors sold 603 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $158K.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1108 holding.
Waverly Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and has held it in 7 quarters since.
Waverly Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $3.77M in Q4 2025.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.