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

WCG 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	$3.02M	Sell	10,592 -446	-4%	-$117K	0.07%	243
2026 Q1	$2.3M	Sell	11,038 -3,003	-21%	-$660K	0.06%	249
2025 Q4	$3.15M	Sell	14,041 -659	-4%	-$149K	0.09%	209
2025 Q3	$3.27M	Sell	14,700 -1,236	-8%	-$257K	0.2%	108
2025 Q2	$3.14M	Sell	15,936 -5,535	-26%	-$958K	0.2%	115
2025 Q1	$3.46M	Sell	21,471 -523	-2%	-$93.8K	0.26%	96
2024 Q4	$4.07M	Buy	21,994 +722	+3%	+$132K	0.27%	101
2024 Q3	$3.71M	Buy	21,272 +718	+3%	+$121K	0.25%	101
2024 Q2	$3.52M	Buy	20,554 +2,163	+12%	+$342K	0.26%	89
2024 Q1	$2.87M	Buy	18,391 +6,552	+55%	+$987K	0.24%	95
2023 Q4	$1.7M	Buy	+11,839	New	+$1.57M	0.13%	153

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

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

WCG Wealth Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4% in Q2 2026, selling an estimated $117K and leaving 10,592 shares worth $3.02M. The position accounts for 0.07% of the portfolio, ranked #243.

WCG Wealth Advisors first reported a position in FTEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.07M in Q4 2024. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

WCG Wealth Advisors held 10,592 shares of Fidelity MSCI Information Technology Index ETF worth $3.02M as of Q2 2026.
WCG Wealth Advisors sold 446 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $117K.
Fidelity MSCI Information Technology Index ETF made up 0.07% of WCG Wealth Advisors's portfolio in Q2 2026, its #243 holding.
WCG Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 11 quarters since.
WCG Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $4.07M in Q4 2024.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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