Western Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Western Wealth 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	$791K	Buy	2,770 +873	+46%	+$228K	0.03%	544
2026 Q1	$395K	Hold	1,897	–	–	0.02%	703
2025 Q4	$426K	Buy	1,897 +378	+25%	+$85.6K	0.02%	561
2025 Q3	$338K	Sell	1,519 -61	-4%	-$12.7K	0.02%	559
2025 Q2	$312K	Hold	1,580	–	–	0.02%	547
2025 Q1	$255K	Hold	1,580	–	–	0.02%	579
2024 Q4	$292K	Hold	1,580	–	–	0.02%	623
2024 Q3	$276K	Buy	1,580 +181	+13%	+$30.6K	0.02%	628
2024 Q2	$240K	Hold	1,399	–	–	0.02%	569
2024 Q1	$218K	Buy	1,399 +1	+0.1%	+$151	0.02%	602
2023 Q4	$201K	Buy	+1,398	New	+$185K	0.01%	663
2022 Q4	–	Sell	-4,976	Closed	-$453K	–	663
2022 Q3	$453K	Buy	4,976 +2,565	+106%	+$267K	0.03%	519
2022 Q2	$233K	Buy	2,411 +1	+0%	+$107	0.01%	688
2022 Q1	$296K	Sell	2,410 -3,437	-59%	-$417K	0.01%	680
2021 Q4	$793K	Buy	+5,847	New	+$759K	0.08%	242
2021 Q2	$666K	Sell	5,612 -845	-13%	-$94.2K	0.07%	295
2021 Q1	$684K	Sell	6,457 -4,675	-42%	-$497K	0.09%	220
2020 Q4	$1.16M	Buy	11,132 +687	+7%	+$66.8K	0.17%	138
2020 Q3	$962K	Sell	10,445 -173	-2%	-$15.4K	0.16%	151
2020 Q2	$873K	Buy	10,618 +6,386	+151%	+$471K	0.16%	143
2020 Q1	$264K	Buy	+4,232	New	+$304K	0.06%	290

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

Western Wealth Management's FTEC Position: Q2 2026 in Review

Western Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 46% in Q2 2026, buying an estimated $228K and bringing the position to 2,770 shares worth $791K. The position accounts for 0.03% of the portfolio, ranked #544.

Western Wealth Management first reported a position in FTEC in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.16M in Q4 2020. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Western Wealth Management held 2,770 shares of Fidelity MSCI Information Technology Index ETF worth $791K as of Q2 2026.
Western Wealth Management bought 873 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $228K.
Fidelity MSCI Information Technology Index ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #544 holding.
Western Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and has held it in 21 quarters since.
Western Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $1.16M in Q4 2020.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.