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

Athena 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	$758K	Sell	2,527 -49	-2%	-$13.9K	0.54%	47
2026 Q2	$736K	Sell	2,576 -343	-12%	-$89.7K	0.55%	51
2026 Q1	$607K	Buy	2,919 +5	+0.2%	+$1.1K	0.5%	51
2025 Q4	$655K	Buy	+2,914	New	+$660K	0.64%	33

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

Armor Investment Advisors Raleigh, North Carolina $307M AUM 14.23% 1-Year Est. Return

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

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

Athena Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.9% in Q3 2026, selling an estimated $13.9K and leaving 2,527 shares worth $758K. The position accounts for 0.54% of the portfolio, ranked #47.

Athena Wealth Management first reported a position in FTEC in Q4 2025 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Athena Wealth Management held 2,527 shares of Fidelity MSCI Information Technology Index ETF worth $758K as of Q3 2026.
Athena Wealth Management sold 49 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $13.9K.
Fidelity MSCI Information Technology Index ETF made up 0.54% of Athena Wealth Management's portfolio in Q3 2026, its #47 holding.
Athena Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 4 quarters since.
230 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.