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

Wealthcare Advisory Partners’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	$1.45M	Sell	5,067 -188	-4%	-$49.1K	0.03%	426
2026 Q1	$1.09M	Buy	5,255 +175	+3%	+$38.4K	0.02%	496
2025 Q4	$1.14M	Buy	5,080 +545	+12%	+$123K	0.02%	478
2025 Q3	$1.01M	Buy	4,535 +201	+5%	+$41.8K	0.02%	500
2025 Q2	$855K	Buy	4,334 +1,943	+81%	+$336K	0.02%	514
2025 Q1	$386K	Sell	2,391 -194	-8%	-$34.8K	0.01%	656
2024 Q4	$478K	Sell	2,585 -300	-10%	-$54.8K	0.01%	578
2024 Q3	$503K	Sell	2,885 -309	-10%	-$52.2K	0.01%	564
2024 Q2	$548K	Buy	3,194 +735	+30%	+$116K	0.02%	517
2024 Q1	$383K	Sell	2,459 -240	-9%	-$36.1K	0.01%	604
2023 Q4	$388K	Buy	+2,699	New	+$357K	0.02%	535
2023 Q3	–	Sell	-2,132	Closed	-$279K	–	716
2023 Q2	$279K	Buy	2,132 +50	+2%	+$5.94K	0.01%	582
2023 Q1	$237K	Buy	+2,082	New	+$218K	0.01%	648
2021 Q2	–	Sell	-1	Closed	–	–	1016
2021 Q1	$0	Buy	+1	New	+$106	﹤0.01%	2075
2020 Q2	–	Sell	-335	Closed	-$21K	–	703
2020 Q1	$21K	Hold	335	–	–	﹤0.01%	714
2019 Q4	$24K	Hold	335	–	–	﹤0.01%	716
2019 Q3	$21K	Hold	335	–	–	﹤0.01%	738
2019 Q2	$21K	Hold	335	–	–	﹤0.01%	711
2019 Q1	$20K	Hold	335	–	–	﹤0.01%	658
2018 Q4	$16K	Hold	335	–	–	﹤0.01%	681
2018 Q3	$20K	Hold	335	–	–	﹤0.01%	669
2018 Q2	$19K	Buy	+335	New	+$18.3K	﹤0.01%	684

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

Wealthcare Advisory Partners's FTEC Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3.6% in Q2 2026, selling an estimated $49.1K and leaving 5,067 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #426.

Wealthcare Advisory Partners first reported a position in FTEC in Q2 2018 and has held it in 22 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Wealthcare Advisory Partners held 5,067 shares of Fidelity MSCI Information Technology Index ETF worth $1.45M as of Q2 2026.
Wealthcare Advisory Partners sold 188 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $49.1K.
Fidelity MSCI Information Technology Index ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #426 holding.
Wealthcare Advisory Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2018 and has held it in 22 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.