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

WealthShield 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 		– Sell
-913
Closed -$190K – 470
2026
Q1 		$190K Sell
913
-66
-7% -$14.5K 0.02% 354
2025
Q4 		$220K Sell
979
-2,023
-67% -$458K 0.02% 322
2025
Q3 		$667K Buy
3,002
+17
+0.6% +$3.54K 0.08% 212
2025
Q2 		$589K Sell
2,985
-235
-7% -$40.7K 0.07% 217
2025
Q1 		$519K Buy
3,220
+92
+3% +$16.5K 0.07% 216
2024
Q4 		$578K Sell
3,128
-192
-6% -$35.1K 0.08% 199
2024
Q3 		$579K Sell
3,320
-57
-2% -$9.63K 0.08% 200
2024
Q2 		$579K Buy
3,377
+73
+2% +$11.5K 0.09% 191
2024
Q1 		$515K Sell
3,304
-146
-4% -$22K 0.08% 191
2023
Q4 		$496K Buy
3,450
+343
+11% +$45.4K 0.08% 200
2023
Q3 		$382K Buy
3,107
+420
+16% +$54K 0.06% 224
2023
Q2 		$351K Buy
2,687
+959
+55% +$114K 0.05% 235
2023
Q1 		$197K Buy
+1,728
New +$181K 0.03% 294
2022
Q1 		– Sell
-2,163
Closed -$293K – 348
2021
Q4 		$293K Buy
2,163
+230
+12% +$29.9K 0.05% 235
2021
Q3 		$229K Buy
1,933
+121
+7% +$14.8K 0.06% 215
2021
Q2 		$213K Buy
1,812
+101
+6% +$11.3K 0.03% 250
2021
Q1 		$181K Buy
+1,711
New +$182K 0.03% 266

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

WealthShield Partners's FTEC Position: Q2 2026 in Review

WealthShield Partners sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026, closing a stake of 913 shares — an estimated $190K sold.

WealthShield Partners first reported a position in FTEC in Q1 2021 and held it in 17 quarters. The position peaked at $667K in Q3 2025. 658 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • WealthShield Partners reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 913 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $190K.
  • WealthShield Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and held it in 17 quarters.
  • WealthShield Partners's Fidelity MSCI Information Technology Index ETF position peaked at $667K in Q3 2025.
  • 658 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.