Axxcess Wealth Management
FTEC icon

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

Axxcess 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 		$5.13M Buy
17,090
+15,538
+1,001% +$4.41M 0.21% 113
2026
Q2 		$443K Buy
+1,552
New +$406K 0.01% 751
2024
Q1 		– Sell
-2,333
Closed -$335K – 891
2023
Q4 		$335K Buy
2,333
+277
+13% +$36.7K 0.01% 618
2023
Q3 		$253K Sell
2,056
-929
-31% -$119K 0.01% 646
2023
Q2 		$390K Buy
2,985
+21
+0.7% +$2.49K 0.03% 399
2023
Q1 		$338K Buy
+2,964
New +$310K 0.03% 453
2022
Q4 		– Sell
-7,150
Closed -$650K – 629
2022
Q3 		$650K Buy
+7,150
New +$744K 0.06% 264

Other funds holding FTEC

Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 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
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Marotta Asset Management
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
Armor Investment Advisors Raleigh, North Carolina $307M AUM 14.23% 1-Year Est. Return
Primoris Wealth Advisors
Primoris Wealth Advisors North Palm Beach, Florida $215M AUM 64.65% 1-Year Est. Return

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

Axxcess Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1,001% in Q3 2026, buying an estimated $4.41M and bringing the position to 17,090 shares worth $5.13M. The position accounts for 0.21% of the portfolio, ranked #113.

Axxcess Wealth Management first reported a position in FTEC in Q3 2022 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Axxcess Wealth Management held 17,090 shares of Fidelity MSCI Information Technology Index ETF worth $5.13M as of Q3 2026.
  • Axxcess Wealth Management bought 15,538 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $4.41M.
  • Fidelity MSCI Information Technology Index ETF made up 0.21% of Axxcess Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Axxcess Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2022 and has held it in 7 quarters since.
  • 265 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.