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

Yoder 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	$29.8M	Buy	104,253 +6,170	+6%	+$1.61M	11.64%	1
2026 Q1	$20.4M	Buy	98,083 +11,440	+13%	+$2.51M	9.3%	1
2025 Q4	$19.5M	Buy	86,643 +17,388	+25%	+$3.94M	8.86%	1
2025 Q3	$15.4M	Buy	69,255 +9,228	+15%	+$1.92M	7.28%	1
2025 Q2	$11.8M	Buy	60,027 +3,647	+6%	+$631K	6.17%	1
2025 Q1	$9.09M	Buy	56,380 +7,652	+16%	+$1.37M	5.12%	2
2024 Q4	$9.01M	Buy	48,728 +10,618	+28%	+$1.94M	4.98%	2
2024 Q3	$6.65M	Buy	38,110 +6,568	+21%	+$1.11M	3.99%	5
2024 Q2	$5.41M	Buy	31,542 +3,097	+11%	+$490K	3.5%	7
2024 Q1	$4.43M	Buy	28,445 +880	+3%	+$133K	2.89%	9
2023 Q4	$3.96M	Buy	27,565 +1,259	+5%	+$167K	2.79%	9
2023 Q3	$3.23M	Buy	26,306 +391	+2%	+$50.3K	2.67%	10
2023 Q2	$3.39M	Buy	25,915 +2,074	+9%	+$246K	2.67%	10
2023 Q1	$2.72M	Buy	+23,841	New	+$2.49M	2.26%	12

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

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

Yoder Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 6.3% in Q2 2026, buying an estimated $1.61M and bringing the position to 104,253 shares worth $29.8M. The position accounts for 11.64% of the portfolio, ranked #1.

Yoder Wealth Management first reported a position in FTEC in Q1 2023 and has held it in 14 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Yoder Wealth Management held 104,253 shares of Fidelity MSCI Information Technology Index ETF worth $29.8M as of Q2 2026.
Yoder Wealth Management bought 6,170 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $1.61M.
Fidelity MSCI Information Technology Index ETF made up 11.64% of Yoder Wealth Management's portfolio in Q2 2026, its #1 holding.
Yoder Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2023 and has held it in 14 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.