Cassaday & Co Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Cassaday & Co 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	$672K	Hold	2,240	–	–	0.01%	198
2026 Q2	$640K	Hold	2,240	–	–	0.01%	200
2026 Q1	$466K	Hold	2,240	–	–	0.01%	229
2025 Q4	$503K	Hold	2,240	–	–	0.01%	219
2025 Q3	$498K	Buy	+2,240	New	+$466K	0.01%	214

Other funds holding FTEC

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cassaday & Co Wealth Management's FTEC Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 2,240 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #198.

Cassaday & Co Wealth Management first reported a position in FTEC in Q3 2025 and has held it in 5 quarters since. 605 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Cassaday & Co Wealth Management held 2,240 shares of Fidelity MSCI Information Technology Index ETF worth $672K as of Q3 2026.
Cassaday & Co Wealth Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #198 holding.
Cassaday & Co Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2025 and has held it in 5 quarters since.
605 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.