Avidian Wealth Enterprises
FTEC icon

Avidian Wealth Enterprises’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Avidian Wealth Enterprises’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 		$221K Hold
735
– – 0.01% 696
2026
Q2 		$210K Buy
+735
New +$192K 0.01% 692
2025
Q4 		– Sell
-4,138
Closed -$919K – 587
2025
Q3 		$919K Hold
4,138
– – 0.03% 240
2025
Q2 		$816K Sell
4,138
-21
-0.5% -$3.63K 0.03% 236
2025
Q1 		$671K Sell
4,159
-27
-0.6% -$4.84K 0.03% 255
2024
Q4 		$774K Hold
4,186
– – 0.03% 228
2024
Q3 		$731K Sell
4,186
-67
-2% -$11.3K 0.03% 236
2024
Q2 		$730K Buy
4,253
+117
+3% +$18.5K 0.03% 226
2024
Q1 		$645K Buy
4,136
+20
+0.5% +$3.01K 0.03% 228
2023
Q4 		$591K Buy
4,116
+735
+22% +$97.3K 0.04% 234
2023
Q3 		$416K Hold
3,381
– – 0.03% 281
2023
Q2 		$442K Hold
3,381
– – 0.03% 284
2023
Q1 		$385K Buy
+3,381
New +$354K 0.02% 339
2022
Q1 		– Sell
-2,858
Closed -$387K – 527
2021
Q4 		$387K Buy
+2,858
New +$371K 0.02% 351

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PFG Advisors
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Financial Partners Group (Kansas)
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SteelPeak Wealth
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Marotta Asset Management
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KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Armor Investment Advisors
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Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Avidian Wealth Enterprises's FTEC Position: Q3 2026 in Review

Avidian Wealth Enterprises held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 735 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #696.

Avidian Wealth Enterprises first reported a position in FTEC in Q4 2021 and has held it in 14 quarters since. The position peaked at $919K in Q3 2025. 230 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Avidian Wealth Enterprises held 735 shares of Fidelity MSCI Information Technology Index ETF worth $221K as of Q3 2026.
  • Avidian Wealth Enterprises left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #696 holding.
  • Avidian Wealth Enterprises first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 14 quarters since.
  • Avidian Wealth Enterprises's Fidelity MSCI Information Technology Index ETF position peaked at $919K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.