Birchbrook
FTEC icon

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

Birchbrook’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 		$4.2K Hold
14
– – ﹤0.01% 235
2026
Q2 		$4K Buy
+14
New +$3.66K ﹤0.01% 248

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
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

Birchbrook's FTEC Position: Q3 2026 in Review

Birchbrook held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 14 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Birchbrook first reported a position in FTEC in Q2 2026 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Birchbrook held 14 shares of Fidelity MSCI Information Technology Index ETF worth $4.2K as of Q3 2026.
  • Birchbrook 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 Birchbrook's portfolio in Q3 2026, its #235 holding.
  • Birchbrook first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2026 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.