Wealthspire Advisors (New York)’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Wealthspire Advisors (New York)’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	$693K	Buy	2,427 +139	+6%	+$36.3K	﹤0.01%	677
2026 Q1	$476K	Sell	2,288 -154	-6%	-$33.8K	﹤0.01%	583
2025 Q4	$549K	Sell	2,442 -2,440	-50%	-$553K	﹤0.01%	578
2025 Q3	$1.08M	Buy	4,882 +890	+22%	+$185K	0.01%	375
2025 Q2	$787K	Sell	3,992 -850	-18%	-$147K	﹤0.01%	435
2025 Q1	$781K	Buy	4,842 +2,875	+146%	+$515K	﹤0.01%	434
2024 Q4	$364K	Sell	1,967 -61	-3%	-$11.1K	﹤0.01%	596
2024 Q3	$354K	Buy	+2,028	New	+$343K	﹤0.01%	582

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 22.9% 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

Wealthspire Advisors (New York)'s FTEC Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 6.1% in Q2 2026, buying an estimated $36.3K and bringing the position to 2,427 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Wealthspire Advisors (New York) first reported a position in FTEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q3 2025. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Wealthspire Advisors (New York) held 2,427 shares of Fidelity MSCI Information Technology Index ETF worth $693K as of Q2 2026.
Wealthspire Advisors (New York) bought 139 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $36.3K.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #677 holding.
Wealthspire Advisors (New York) first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s Fidelity MSCI Information Technology Index ETF position peaked at $1.08M in Q3 2025.
660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.