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

Balance Wealth’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	$585K	Sell	1,948 -749	-28%	-$212K	0.14%	81
2026 Q2	$770K	Sell	2,697 -81	-3%	-$21.2K	0.2%	70
2026 Q1	$578K	Sell	2,778 -13	-0.5%	-$2.86K	0.18%	80
2025 Q4	$627K	Buy	2,791 +71	+3%	+$16.1K	0.2%	76
2025 Q3	$604K	Sell	2,720 -84	-3%	-$17.5K	0.15%	78
2025 Q2	$553K	Buy	2,804 +33	+1%	+$5.71K	0.32%	64
2025 Q1	$447K	Buy	+2,771	New	+$497K	0.29%	74

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

Primoris Wealth Advisors North Palm Beach, Florida $215M AUM 64.65% 1-Year Est. Return

Balance Wealth's FTEC Position: Q3 2026 in Review

Balance Wealth reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 28% in Q3 2026, selling an estimated $212K and leaving 1,948 shares worth $585K. The position accounts for 0.14% of the portfolio, ranked #81.

Balance Wealth first reported a position in FTEC in Q1 2025 and has held it in 7 quarters since. The position peaked at $770K in Q2 2026. 235 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Balance Wealth held 1,948 shares of Fidelity MSCI Information Technology Index ETF worth $585K as of Q3 2026.
Balance Wealth sold 749 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $212K.
Fidelity MSCI Information Technology Index ETF made up 0.14% of Balance Wealth's portfolio in Q3 2026, its #81 holding.
Balance Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2025 and has held it in 7 quarters since.
Balance Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $770K in Q2 2026.
235 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.