WBH Advisory’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

WBH Advisory’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	$448K	Sell	1,570 -30	-2%	-$7.84K	0.03%	264
2026 Q1	$337K	Sell	1,600 -114	-7%	-$25K	0.03%	288
2025 Q4	$385K	Buy	1,714 +48	+3%	+$10.9K	0.03%	262
2025 Q3	$370K	Hold	1,666	–	–	0.03%	269
2025 Q2	$329K	Buy	+1,666	New	+$288K	0.03%	278
2022 Q3	$258K	Sell	2,842 -371	-12%	-$38.6K	0.04%	252
2022 Q2	$320K	Sell	3,213 -152	-5%	-$16.2K	0.04%	239
2022 Q1	$381K	Buy	3,365 +859	+34%	+$104K	0.05%	235
2021 Q4	$339K	Hold	2,506	–	–	0.04%	253
2021 Q3	$297K	Hold	2,506	–	–	0.04%	247
2021 Q2	$307K	Hold	2,506	–	–	0.05%	224
2021 Q1	$265K	Hold	2,506	–	–	0.04%	235
2020 Q4	$267K	Buy	+2,506	New	+$244K	0.05%	229

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

WBH Advisory's FTEC Position: Q2 2026 in Review

WBH Advisory reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.9% in Q2 2026, selling an estimated $7.84K and leaving 1,570 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #264.

WBH Advisory first reported a position in FTEC in Q4 2020 and has held it in 13 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

WBH Advisory held 1,570 shares of Fidelity MSCI Information Technology Index ETF worth $448K as of Q2 2026.
WBH Advisory sold 30 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $7.84K.
Fidelity MSCI Information Technology Index ETF made up 0.03% of WBH Advisory's portfolio in Q2 2026, its #264 holding.
WBH Advisory first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 13 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.