Compass Financial Management
FTEC icon

Compass Financial Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Compass Financial 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 		$948K Buy
3,160
+2,416
+325% +$685K 0.1% 197
2026
Q2 		$213K Buy
+744
New +$194K 0.03% 415

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Northwestern Mutual Wealth Management
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Compass Financial Management's FTEC Position: Q3 2026 in Review

Compass Financial Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 325% in Q3 2026, buying an estimated $685K and bringing the position to 3,160 shares worth $948K. The position accounts for 0.1% of the portfolio, ranked #197.

Compass Financial Management first reported a position in FTEC in Q2 2026 and has held it in 2 quarters since. 605 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Compass Financial Management held 3,160 shares of Fidelity MSCI Information Technology Index ETF worth $948K as of Q3 2026.
  • Compass Financial Management bought 2,416 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $685K.
  • Fidelity MSCI Information Technology Index ETF made up 0.1% of Compass Financial Management's portfolio in Q3 2026, its #197 holding.
  • Compass Financial Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2026 and has held it in 2 quarters since.
  • 605 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.