Cherry Tree Wealth Management
FTEC icon

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

Cherry Tree 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 		$816K Hold
2,721
– – 0.15% 80
2026
Q2 		$777K Sell
2,721
-212
-7% -$55.4K 0.15% 82
2026
Q1 		$610K Buy
2,933
+568
+24% +$125K 0.13% 86
2025
Q4 		$531K Buy
+2,365
New +$536K 0.11% 95

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PFG Advisors
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Financial Partners Group (Kansas)
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SteelPeak Wealth
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Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
KDA
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Signal Advisors Wealth
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cherry Tree Wealth Management's FTEC Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 2,721 shares worth $816K. The position accounts for 0.15% of the portfolio, ranked #80.

Cherry Tree Wealth Management first reported a position in FTEC in Q4 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Cherry Tree Wealth Management held 2,721 shares of Fidelity MSCI Information Technology Index ETF worth $816K as of Q3 2026.
  • Cherry Tree Wealth Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.15% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #80 holding.
  • Cherry Tree Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.