Amplius Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Amplius Wealth Advisors’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	$295K	Hold	983	–	–	0.02%	173
2026 Q2	$281K	Buy	+983	New	+$257K	0.02%	170
2022 Q1	–	Sell	-62	Closed	-$8K	–	443
2021 Q4	$8K	Buy	+62	New	+$8.05K	﹤0.01%	636

Other funds holding FTEC

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

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 Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Amplius Wealth Advisors's FTEC Position: Q3 2026 in Review

Amplius Wealth Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 983 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #173.

Amplius Wealth Advisors first reported a position in FTEC in Q4 2021 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Amplius Wealth Advisors held 983 shares of Fidelity MSCI Information Technology Index ETF worth $295K as of Q3 2026.
Amplius Wealth Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Information Technology Index ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #173 holding.
Amplius Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 3 quarters since.
191 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

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