Calamos Wealth Management
FTEC icon

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

Calamos 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 		$727K Hold
2,422
– – 0.02% 268
2026
Q2 		$692K Buy
2,422
+22
+0.9% +$5.75K 0.02% 270
2026
Q1 		$499K Hold
2,400
– – 0.02% 296
2025
Q4 		$539K Hold
2,400
– – 0.02% 263
2025
Q3 		$533K Hold
2,400
– – 0.02% 256
2025
Q2 		$473K Sell
2,400
-770
-24% -$133K 0.02% 246
2025
Q1 		$511K Buy
3,170
+150
+5% +$26.9K 0.03% 206
2024
Q4 		$558K Hold
3,020
– – 0.03% 205
2024
Q3 		$527K Hold
3,020
– – 0.03% 212
2024
Q2 		$518K Hold
3,020
– – 0.03% 199
2024
Q1 		$471K Hold
3,020
– – 0.03% 212
2023
Q4 		$434K Hold
3,020
– – 0.03% 209
2023
Q3 		$371K Buy
3,020
+527
+21% +$67.8K 0.03% 226
2023
Q2 		$326K Hold
2,493
– – 0.02% 247
2023
Q1 		$284K Hold
2,493
– – 0.02% 260
2022
Q4 		$236K Hold
2,493
– – 0.02% 289
2022
Q3 		$227K Hold
2,493
– – 0.02% 288
2022
Q2 		$241K Hold
2,493
– – 0.02% 285
2022
Q1 		$307K Hold
2,493
– – 0.02% 280
2021
Q4 		$338K Hold
2,493
– – 0.02% 271
2021
Q3 		$296K Sell
2,493
-248
-9% -$30.4K 0.02% 285
2021
Q2 		$323K Buy
2,741
+248
+10% +$27.6K 0.03% 283
2021
Q1 		$264K Hold
2,493
– – 0.02% 278
2020
Q4 		$261K Buy
+2,493
New +$242K 0.02% 261

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

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

Calamos Wealth Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 2,422 shares worth $727K. The position accounts for 0.02% of the portfolio, ranked #268.

Calamos Wealth Management first reported a position in FTEC in Q4 2020 and has held it in 24 quarters since. 419 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Calamos Wealth Management held 2,422 shares of Fidelity MSCI Information Technology Index ETF worth $727K as of Q3 2026.
  • Calamos Wealth Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of Calamos Wealth Management's portfolio in Q3 2026, its #268 holding.
  • Calamos Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 24 quarters since.
  • 419 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Calamos Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.