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Willis Johnson & Associates’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Willis Johnson & Associates’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 		$517K Sell
1,811
-346
-16% -$90.4K 0.03% 79
2026
Q1 		$449K Buy
2,157
+5
+0.2% +$1.1K 0.03% 120
2025
Q4 		$483K Sell
2,152
-451
-17% -$102K 0.03% 105
2025
Q3 		$578K Buy
2,603
+3
+0.1% +$624 0.04% 97
2025
Q2 		$513K Sell
2,600
-135
-5% -$23.4K 0.03% 97
2025
Q1 		$441K Buy
2,735
+5
+0.2% +$896 0.03% 99
2024
Q4 		$505K Sell
2,730
-268
-9% -$49K 0.04% 92
2024
Q3 		$523K Sell
2,998
-3
-0.1% -$507 0.04% 95
2024
Q2 		$515K Buy
3,001
+1
+0% +$158 0.04% 92
2024
Q1 		$468K Buy
3,000
+6
+0.2% +$904 0.04% 88
2023
Q4 		$430K Buy
2,994
+9
+0.3% +$1.19K 0.04% 87
2023
Q3 		$367K Sell
2,985
-1
-0% -$129 0.04% 93
2023
Q2 		$390K Buy
2,986
+3
+0.1% +$356 0.04% 89
2023
Q1 		$340K Sell
2,983
-919
-24% -$96.1K 0.04% 90
2022
Q4 		$369K Buy
3,902
+252
+7% +$24.3K 0.05% 85
2022
Q3 		$332K Buy
+3,650
New +$380K 0.05% 80

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 22.9% 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

Willis Johnson & Associates's FTEC Position: Q2 2026 in Review

Willis Johnson & Associates reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 16% in Q2 2026, selling an estimated $90.4K and leaving 1,811 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #79.

Willis Johnson & Associates first reported a position in FTEC in Q3 2022 and has held it in 16 quarters since. The position peaked at $578K in Q3 2025. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Willis Johnson & Associates held 1,811 shares of Fidelity MSCI Information Technology Index ETF worth $517K as of Q2 2026.
  • Willis Johnson & Associates sold 346 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $90.4K.
  • Fidelity MSCI Information Technology Index ETF made up 0.03% of Willis Johnson & Associates's portfolio in Q2 2026, its #79 holding.
  • Willis Johnson & Associates first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2022 and has held it in 16 quarters since.
  • Willis Johnson & Associates's Fidelity MSCI Information Technology Index ETF position peaked at $578K in Q3 2025.
  • 660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.