Barlow Wealth Partners
FTEC icon

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

Barlow Wealth Partners’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 		$462K Hold
1,492
– – 0.05% 90
2026
Q2 		$412K Hold
1,492
– – 0.04% 96
2026
Q1 		$359K Buy
1,492
+20
+1% +$4.39K 0.04% 99
2025
Q4 		$334K Buy
1,472
+13
+0.9% +$2.94K 0.04% 102
2025
Q3 		$327K Hold
1,459
– – 0.04% 101
2025
Q2 		$289K Hold
1,459
– – 0.03% 106
2025
Q1 		$237K Hold
1,459
– – 0.03% 120
2024
Q4 		$270K Hold
1,459
– – 0.03% 117
2024
Q3 		$252K Hold
1,459
– – 0.03% 134
2024
Q2 		$243K Hold
1,459
– – 0.03% 134
2024
Q1 		$223K Hold
1,459
– – 0.03% 145
2023
Q4 		$210K Buy
+1,459
New +$193K 0.03% 145

Other funds holding FTEC

Independence Financial Advisors
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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
Fischer Financial Services
Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 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

Barlow Wealth Partners's FTEC Position: Q3 2026 in Review

Barlow Wealth Partners held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 1,492 shares worth $462K. The position accounts for 0.05% of the portfolio, ranked #90.

Barlow Wealth Partners first reported a position in FTEC in Q4 2023 and has held it in 12 quarters since. 274 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Barlow Wealth Partners held 1,492 shares of Fidelity MSCI Information Technology Index ETF worth $462K as of Q3 2026.
  • Barlow Wealth Partners left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.05% of Barlow Wealth Partners's portfolio in Q3 2026, its #90 holding.
  • Barlow Wealth Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 12 quarters since.
  • 274 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.