WIM
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WealthPlan Investment Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

WealthPlan Investment Management’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 		$1.17M Buy
4,103
+880
+27% +$230K 0.06% 218
2026
Q1 		$671K Buy
+3,223
New +$708K 0.04% 259

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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

WealthPlan Investment Management's FTEC Position: Q2 2026 in Review

WealthPlan Investment Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 27% in Q2 2026, buying an estimated $230K and bringing the position to 4,103 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #218.

WealthPlan Investment Management first reported a position in FTEC in Q1 2026 and has held it in 2 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • WealthPlan Investment Management held 4,103 shares of Fidelity MSCI Information Technology Index ETF worth $1.17M as of Q2 2026.
  • WealthPlan Investment Management bought 880 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $230K.
  • Fidelity MSCI Information Technology Index ETF made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #218 holding.
  • WealthPlan Investment Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.