Williams & Novak’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Williams & Novak’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	$1.28M	Hold	4,472	–	–	0.84%	36
2026 Q1	$942K	Hold	4,472	–	–	0.71%	39
2025 Q4	$1M	Sell	4,472 -200	-4%	-$45.3K	0.76%	37
2025 Q3	$1.04M	Hold	4,672	–	–	0.8%	33
2025 Q2	$921K	Hold	4,672	–	–	0.78%	41
2025 Q1	$760K	Sell	4,672 -47	-1%	-$8.43K	0.74%	38
2024 Q4	$872K	Hold	4,719	–	–	0.84%	32
2024 Q3	$823K	Sell	4,719 -79	-2%	-$13.4K	0.77%	37
2024 Q2	$823K	Hold	4,798	–	–	0.77%	35
2024 Q1	$689K	Hold	4,798	–	–	0.78%	39
2023 Q4	$689K	Buy	+4,798	New	+$635K	0.78%	39

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

Williams & Novak's FTEC Position: Q2 2026 in Review

Williams & Novak held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 4,472 shares worth $1.28M. The position accounts for 0.84% of the portfolio, ranked #36.

Williams & Novak first reported a position in FTEC in Q4 2023 and has held it in 11 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Williams & Novak held 4,472 shares of Fidelity MSCI Information Technology Index ETF worth $1.28M as of Q2 2026.
Williams & Novak left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.84% of Williams & Novak's portfolio in Q2 2026, its #36 holding.
Williams & Novak first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 11 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.