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

Wealthstar 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	$1.47M	Sell	5,134 -184	-3%	-$48.1K	0.43%	41
2026 Q1	$1.11M	Sell	5,318 -204	-4%	-$44.8K	0.52%	45
2025 Q4	$1.24M	Sell	5,522 -11,024	-67%	-$2.5M	0.55%	39
2025 Q3	$3.68M	Buy	16,546 +274	+2%	+$57K	1.45%	10
2025 Q2	$3.21M	Buy	16,272 +255	+2%	+$44.1K	1.21%	13
2025 Q1	$2.58M	Buy	16,017 +1,495	+10%	+$268K	1.18%	13
2024 Q4	$2.68M	Buy	+14,522	New	+$2.65M	1.17%	13
2024 Q2	–	Sell	-12,251	Closed	-$1.93M	–	62
2024 Q1	$1.93M	Buy	12,251 +1,374	+13%	+$207K	0.67%	18
2023 Q4	$1.56M	Sell	10,877 -26	-0.2%	-$3.44K	0.25%	23
2023 Q3	$1.34M	Sell	10,903 -48	-0.4%	-$6.17K	0.52%	25
2023 Q2	$1.43M	Buy	10,951 +302	+3%	+$35.9K	0.6%	22
2023 Q1	$1.21M	Sell	10,649 -337	-3%	-$35.2K	0.46%	24
2022 Q4	$1.04M	Buy	10,986 +2	+0%	+$193	0.47%	25
2022 Q3	$1M	Buy	10,984 +891	+9%	+$92.7K	0.48%	26
2022 Q2	$980K	Buy	10,093 +230	+2%	+$24.5K	0.38%	33
2022 Q1	$1.22M	Buy	9,863 +41	+0.4%	+$4.97K	0.45%	30
2021 Q4	$1.33M	Buy	9,822 +142	+1%	+$18.4K	0.46%	30
2021 Q3	$1.15M	Sell	9,680 -1,309	-12%	-$160K	0.35%	39
2021 Q2	$1.3M	Buy	+10,989	New	+$1.22M	0.41%	35
2020 Q1	$425K	Sell	6,760 -252	-4%	-$18.1K	0.3%	29
2019 Q4	$507K	Buy	7,012 +1,140	+19%	+$77.2K	0.31%	30
2019 Q3	$375K	Sell	5,872 -249	-4%	-$15.8K	0.21%	35
2019 Q2	$383K	Buy	6,121 +2,559	+72%	+$156K	0.22%	33
2019 Q1	$212K	Buy	+3,562	New	+$196K	0.13%	52

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

Wealthstar Advisors's FTEC Position: Q2 2026 in Review

Wealthstar Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3.5% in Q2 2026, selling an estimated $48.1K and leaving 5,134 shares worth $1.47M. The position accounts for 0.43% of the portfolio, ranked #41.

Wealthstar Advisors first reported a position in FTEC in Q1 2019 and has held it in 24 quarters since. The position peaked at $3.68M in Q3 2025. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Wealthstar Advisors held 5,134 shares of Fidelity MSCI Information Technology Index ETF worth $1.47M as of Q2 2026.
Wealthstar Advisors sold 184 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $48.1K.
Fidelity MSCI Information Technology Index ETF made up 0.43% of Wealthstar Advisors's portfolio in Q2 2026, its #41 holding.
Wealthstar Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2019 and has held it in 24 quarters since.
Wealthstar Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $3.68M in Q3 2025.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.