Altus Wealth Group
FTEC icon

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
Q3 		$603K Sell
2,011
-67
-3% -$19K 0.23% 68
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

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Altus Wealth Group's FTEC Position: Q3 2026 in Review

Altus Wealth Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3.2% in Q3 2026, selling an estimated $19K and leaving 2,011 shares worth $603K. The position accounts for 0.23% of the portfolio, ranked #68.

Altus Wealth Group first reported a position in FTEC in Q4 2020 and has held it in 24 quarters since. 394 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Altus Wealth Group held 2,011 shares of Fidelity MSCI Information Technology Index ETF worth $603K as of Q3 2026.
  • Altus Wealth Group sold 67 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $19K.
  • Fidelity MSCI Information Technology Index ETF made up 0.23% of Altus Wealth Group's portfolio in Q3 2026, its #68 holding.
  • Altus Wealth Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 24 quarters since.
  • 394 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.