Able Wealth Management
FTEC icon

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

Able 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
Q3 		$223K Buy
+723
New +$205K 0.05% 161
2024
Q3 		– Sell
-1,317
Closed -$226K – 91
2024
Q2 		$226K Sell
1,317
-161
-11% -$25.5K 0.19% 77
2024
Q1 		$230K Sell
1,478
-16
-1% -$2.41K 0.2% 80
2023
Q4 		$215K Buy
+1,494
New +$198K 0.19% 71

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Yoder Wealth Management
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PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Able Wealth Management's FTEC Position: Q3 2026 in Review

Able Wealth Management opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2026: 723 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #161 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in FTEC as recently as Q2 2024.

Able Wealth Management first reported a position in FTEC in Q4 2023 and has held it in 4 quarters since. The position peaked at $230K in Q1 2024. 214 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Able Wealth Management held 723 shares of Fidelity MSCI Information Technology Index ETF worth $223K as of Q3 2026.
  • Fidelity MSCI Information Technology Index ETF was a new Able Wealth Management position in Q3 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #161 holding.
  • Able Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 4 quarters since.
  • Able Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $230K in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.