Colton Groome Financial Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Colton Groome Financial Advisors’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	$314K	Hold	1,045	–	–	0.07%	119
2026 Q2	$298K	Hold	1,045	–	–	0.07%	136
2026 Q1	$217K	Hold	1,045	–	–	0.06%	131
2025 Q4	$235K	Hold	1,045	–	–	0.07%	130
2025 Q3	$232K	Hold	1,045	–	–	0.07%	123
2025 Q2	$206K	Buy	+1,045	New	+$181K	0.07%	132

Other funds holding FTEC

IFA

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

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 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

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Colton Groome Financial Advisors's FTEC Position: Q3 2026 in Review

Colton Groome Financial Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 1,045 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #119.

Colton Groome Financial Advisors first reported a position in FTEC in Q2 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Colton Groome Financial Advisors held 1,045 shares of Fidelity MSCI Information Technology Index ETF worth $314K as of Q3 2026.
Colton Groome Financial Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Information Technology Index ETF made up 0.07% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #119 holding.
Colton Groome Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2025 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.