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Altus Wealth Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Altus Wealth Group’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 		$593K Sell
2,078
-106
-5% -$27.7K 0.21% 84
2026
Q1 		$454K Sell
2,184
-31
-1% -$6.81K 0.19% 89
2025
Q4 		$498K Sell
2,215
-374
-14% -$84.7K 0.2% 85
2025
Q3 		$575K Sell
2,589
-168
-6% -$34.9K 0.24% 79
2025
Q2 		$544K Hold
2,757
– – 0.24% 81
2025
Q1 		$445K Hold
2,757
– – 0.21% 89
2024
Q4 		$510K Hold
2,757
– – 0.23% 88
2024
Q3 		$481K Hold
2,757
– – 0.21% 88
2024
Q2 		$473K Sell
2,757
-36
-1% -$5.69K 0.24% 86
2024
Q1 		$435K Hold
2,793
– – 0.22% 91
2023
Q4 		$401K Hold
2,793
– – 0.22% 93
2023
Q3 		$343K Sell
2,793
-22
-0.8% -$2.83K 0.22% 97
2023
Q2 		$368K Hold
2,815
– – 0.23% 94
2023
Q1 		$321K Hold
2,815
– – 0.22% 103
2022
Q4 		$266K Buy
2,815
+181
+7% +$17.5K 0.2% 109
2022
Q3 		$312K Hold
2,634
– – 0.31% 79
2022
Q2 		$312K Sell
2,634
-121
-4% -$12.9K 0.31% 79
2022
Q1 		$339K Sell
2,755
-107
-4% -$13K 0.28% 77
2021
Q4 		$388K Buy
2,862
+228
+9% +$29.6K 0.32% 70
2021
Q3 		$312K Buy
2,634
+57
+2% +$6.98K 0.31% 79
2021
Q2 		$304K Hold
2,577
– – 0.3% 78
2021
Q1 		$280K Hold
2,577
– – 0.28% 80
2020
Q4 		$269K Buy
+2,577
New +$251K 0.26% 82

Other funds holding FTEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 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

Altus Wealth Group's FTEC Position: Q2 2026 in Review

Altus Wealth Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.9% in Q2 2026, selling an estimated $27.7K and leaving 2,078 shares worth $593K. The position accounts for 0.21% of the portfolio, ranked #84.

Altus Wealth Group first reported a position in FTEC in Q4 2020 and has held it in 23 quarters since. 271 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Altus Wealth Group held 2,078 shares of Fidelity MSCI Information Technology Index ETF worth $593K as of Q2 2026.
  • Altus Wealth Group sold 106 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $27.7K.
  • Fidelity MSCI Information Technology Index ETF made up 0.21% of Altus Wealth Group's portfolio in Q2 2026, its #84 holding.
  • Altus Wealth Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 23 quarters since.
  • 271 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.