CFG
FTEC icon

Chapman Financial Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Chapman Financial Group’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 		$4.88K Hold
16
– – ﹤0.01% 240
2026
Q2 		$4.65K Hold
16
– – ﹤0.01% 241
2026
Q1 		$3.38K Hold
16
– – ﹤0.01% 243
2025
Q4 		$3.65K Hold
16
– – ﹤0.01% 236
2025
Q3 		$3.6K Hold
16
– – ﹤0.01% 241
2025
Q2 		$3.2K Buy
+16
New +$2.77K ﹤0.01% 200

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

Chapman Financial Group's FTEC Position: Q3 2026 in Review

Chapman Financial Group held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 16 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Chapman Financial Group first reported a position in FTEC in Q2 2025 and has held it in 6 quarters since. 415 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Chapman Financial Group held 16 shares of Fidelity MSCI Information Technology Index ETF worth $4.88K as of Q3 2026.
  • Chapman Financial Group 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 Chapman Financial Group's portfolio in Q3 2026, its #240 holding.
  • Chapman Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2025 and has held it in 6 quarters since.
  • 415 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.