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 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 Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return