WAU
FTEC icon

Wellington-Altus USA’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Wellington-Altus USA’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 		$170K Buy
+819
New +$214K 0.12% 135
2026
Q1 		– Sell
-819
Closed -$184K – 720
2025
Q4 		$184K Buy
+819
New +$186K 0.14% 128

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

Wellington-Altus USA's FTEC Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 819 shares worth $170K. The stake represents 0.12% of the portfolio and ranks #135 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in FTEC as recently as Q4 2025.

Wellington-Altus USA first reported a position in FTEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $184K in Q4 2025. 659 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Wellington-Altus USA held 819 shares of Fidelity MSCI Information Technology Index ETF worth $170K as of Q2 2026.
  • Fidelity MSCI Information Technology Index ETF was a new Wellington-Altus USA position in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.12% of Wellington-Altus USA's portfolio in Q2 2026, its #135 holding.
  • Wellington-Altus USA first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Wellington-Altus USA's Fidelity MSCI Information Technology Index ETF position peaked at $184K in Q4 2025.
  • 659 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.