Client 1st Advisory Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Client 1st Advisory 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	$2.14M	Sell	7,139 -302	-4%	-$85.7K	0.55%	32
2026 Q2	$2.13M	Sell	7,441 -399	-5%	-$104K	0.55%	32
2026 Q1	$1.63M	Sell	7,840 -125	-2%	-$27.5K	0.5%	30
2025 Q4	$1.79M	Sell	7,965 -93	-1%	-$21.1K	0.56%	28
2025 Q3	$1.79M	Buy	8,058 +96	+1%	+$20K	0.59%	27
2025 Q2	$1.57M	Sell	7,962 -59	-0.7%	-$10.2K	0.57%	28
2025 Q1	$1.29M	Sell	8,021 -166	-2%	-$29.8K	0.5%	30
2024 Q4	$1.51M	Sell	8,187 -619	-7%	-$113K	0.58%	23
2024 Q3	$1.54M	Sell	8,806 -119	-1%	-$20.1K	0.61%	25
2024 Q2	$1.53M	Sell	8,925 -206	-2%	-$32.6K	0.66%	23
2024 Q1	$1.42M	Sell	9,131 -428	-4%	-$64.5K	0.64%	24
2023 Q4	$1.37M	Sell	9,559 -1,516	-14%	-$201K	0.67%	25
2023 Q3	$1.36M	Sell	11,075 -2,512	-18%	-$323K	0.72%	26
2023 Q2	$1.78M	Sell	13,587 -1,130	-8%	-$134K	0.94%	24
2023 Q1	$1.68M	Sell	14,717 -135	-0.9%	-$14.1K	0.91%	22
2022 Q4	$1.4M	Sell	14,852 -1,783	-11%	-$172K	0.82%	23
2022 Q3	$1.51M	Sell	16,635 -1,317	-7%	-$137K	0.94%	19
2022 Q2	$1.73M	Sell	17,952 -2,775	-13%	-$296K	1.03%	19
2022 Q1	$2.55M	Sell	20,727 -451	-2%	-$54.7K	1.25%	20
2021 Q4	$2.87M	Sell	21,178 -820	-4%	-$106K	1.4%	17
2021 Q3	$2.61M	Sell	21,998 -1,679	-7%	-$206K	1.33%	16
2021 Q2	$2.79M	Sell	23,677 -14,655	-38%	-$1.63M	1.45%	16
2021 Q1	$4.06M	Buy	38,332 +2,311	+6%	+$246K	2.32%	13
2020 Q4	$3.72M	Sell	36,021 -83	-0.2%	-$8.07K	2.42%	13
2020 Q3	$3.47M	Buy	36,104 +1,066	+3%	+$94.9K	2.43%	13
2020 Q2	$2.96M	Buy	35,038 +18,838	+116%	+$1.39M	2.45%	14
2020 Q1	$1.02M	Buy	+16,200	New	+$1.16M	1.07%	22

Other funds holding FTEC

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Client 1st Advisory Group's FTEC Position: Q3 2026 in Review

Client 1st Advisory Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.1% in Q3 2026, selling an estimated $85.7K and leaving 7,139 shares worth $2.14M. The position accounts for 0.55% of the portfolio, ranked #32.

Client 1st Advisory Group first reported a position in FTEC in Q1 2020 and has held it in 27 quarters since. The position peaked at $4.06M in Q1 2021. 136 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Client 1st Advisory Group held 7,139 shares of Fidelity MSCI Information Technology Index ETF worth $2.14M as of Q3 2026.
Client 1st Advisory Group sold 302 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $85.7K.
Fidelity MSCI Information Technology Index ETF made up 0.55% of Client 1st Advisory Group's portfolio in Q3 2026, its #32 holding.
Client 1st Advisory Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and has held it in 27 quarters since.
Client 1st Advisory Group's Fidelity MSCI Information Technology Index ETF position peaked at $4.06M in Q1 2021.
136 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.