Aspetuck Financial Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Aspetuck Financial 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	$8.67M	Buy	28,879 +516	+2%	+$146K	5.54%	3
2026 Q2	$8.1M	Buy	28,363 +1,282	+5%	+$335K	4.77%	4
2026 Q1	$5.63M	Buy	27,081 +497	+2%	+$109K	3.86%	4
2025 Q4	$5.97M	Buy	26,584 +107	+0.4%	+$24.2K	4.01%	5
2025 Q3	$5.88M	Sell	26,477 -14	-0.1%	-$2.91K	4.03%	4
2025 Q2	$5.22M	Buy	26,491 +91	+0.3%	+$15.7K	3.94%	4
2025 Q1	$4.26M	Buy	26,400 +1,105	+4%	+$198K	3.66%	5
2024 Q4	$4.68M	Buy	+25,295	New	+$4.62M	3.64%	5

Other funds holding FTEC

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Aspetuck Financial Management's FTEC Position: Q3 2026 in Review

Aspetuck Financial Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.8% in Q3 2026, buying an estimated $146K and bringing the position to 28,879 shares worth $8.67M. The position accounts for 5.54% of the portfolio, ranked #3.

Aspetuck Financial Management first reported a position in FTEC in Q4 2024 and has held it in 8 quarters since. 605 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Aspetuck Financial Management held 28,879 shares of Fidelity MSCI Information Technology Index ETF worth $8.67M as of Q3 2026.
Aspetuck Financial Management bought 516 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $146K.
Fidelity MSCI Information Technology Index ETF made up 5.54% of Aspetuck Financial Management's portfolio in Q3 2026, its #3 holding.
Aspetuck Financial Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 8 quarters since.
605 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Aspetuck Financial Management's 13F filing for Q3 2026, filed 4 Nov 2026.