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

Capital Planning’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 		$7.86M Sell
26,194
-156
-0.6% -$44.2K 2.09% 16
2026
Q2 		$7.53M Sell
26,350
-1,300
-5% -$340K 2.19% 16
2026
Q1 		$5.75M Buy
27,650
+3,998
+17% +$878K 1.87% 17
2025
Q4 		$5.33M Buy
23,652
+177
+0.8% +$40.1K 1.49% 21
2025
Q3 		$5.22M Buy
23,475
+294
+1% +$61.1K 1.52% 20
2025
Q2 		$4.57M Buy
23,181
+160
+0.7% +$27.7K 1.44% 21
2025
Q1 		$3.71M Buy
23,021
+291
+1% +$52.2K 1.04% 26
2024
Q4 		$4.2M Buy
22,730
+1,998
+10% +$365K 1.1% 23
2024
Q3 		$3.62M Buy
20,732
+909
+5% +$154K 1.01% 24
2024
Q2 		$3.4M Buy
19,823
+6,142
+45% +$971K 1.02% 25
2024
Q1 		$2.13M Buy
13,681
+1,319
+11% +$199K 0.7% 27
2023
Q4 		$1.78M Buy
12,362
+3,813
+45% +$505K 0.63% 31
2023
Q3 		$1.05M Buy
8,549
+671
+9% +$86.3K 0.41% 42
2023
Q2 		$1.03M Buy
7,878
+1,296
+20% +$154K 0.4% 42
2023
Q1 		$750K Buy
6,582
+431
+7% +$45.1K 0.31% 45
2022
Q4 		$581K Buy
6,151
+1,522
+33% +$147K 0.26% 55
2022
Q3 		$421K Buy
4,629
+1,011
+28% +$105K 0.24% 42
2022
Q2 		$349K Buy
3,618
+102
+3% +$10.9K 0.19% 50
2022
Q1 		$433K Sell
3,516
-2,157
-38% -$262K 0.17% 49
2021
Q4 		$768K Sell
5,673
-4
-0.1% -$519 0.28% 43
2021
Q3 		$673K Buy
5,677
+41
+0.7% +$5.02K 0.27% 42
2021
Q2 		$664K Buy
5,636
+1,533
+37% +$171K 0.28% 42
2021
Q1 		$434K Buy
4,103
+110
+3% +$11.7K 0.19% 49
2020
Q4 		$417K Buy
+3,993
New +$388K 0.2% 53

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

Capital Planning's FTEC Position: Q3 2026 in Review

Capital Planning reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.59% in Q3 2026, selling an estimated $44.2K and leaving 26,194 shares worth $7.86M. The position accounts for 2.09% of the portfolio, ranked #16.

Capital Planning first reported a position in FTEC in Q4 2020 and has held it in 24 quarters since. 265 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Capital Planning held 26,194 shares of Fidelity MSCI Information Technology Index ETF worth $7.86M as of Q3 2026.
  • Capital Planning sold 156 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $44.2K.
  • Fidelity MSCI Information Technology Index ETF made up 2.09% of Capital Planning's portfolio in Q3 2026, its #16 holding.
  • Capital Planning first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 24 quarters since.
  • 265 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.