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

Wiser 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 		$1.45M Buy
5,093
+106
+2% +$27.7K 0.28% 26
2026
Q1 		$1.04M Hold
4,987
– – 0.22% 30
2025
Q4 		$1.12M Sell
4,987
-108
-2% -$24.5K 0.25% 29
2025
Q3 		$1.13M Buy
5,095
+2,930
+135% +$609K 0.26% 27
2025
Q2 		$427K Buy
2,165
+308
+17% +$53.3K 0.11% 36
2025
Q1 		$299K Sell
1,857
-602
-24% -$108K 0.08% 36
2024
Q4 		$455K Hold
2,459
– – 0.13% 31
2024
Q3 		$429K Buy
+2,459
New +$416K 0.12% 33

Other funds holding FTEC

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

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

Wiser Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.1% in Q2 2026, buying an estimated $27.7K and bringing the position to 5,093 shares worth $1.45M. The position accounts for 0.28% of the portfolio, ranked #26.

Wiser Wealth Management first reported a position in FTEC in Q3 2024 and has held it in 8 quarters since. 145 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Wiser Wealth Management held 5,093 shares of Fidelity MSCI Information Technology Index ETF worth $1.45M as of Q2 2026.
  • Wiser Wealth Management bought 106 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $27.7K.
  • Fidelity MSCI Information Technology Index ETF made up 0.28% of Wiser Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Wiser Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 145 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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