Daymark Wealth Partners
FTEC icon

Daymark Wealth Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Daymark Wealth Partners’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 		$1.47M Sell
4,914
-413
-8% -$117K 0.03% 299
2026
Q2 		$1.52M Buy
5,327
+896
+20% +$234K 0.04% 283
2026
Q1 		$922K Buy
4,431
+432
+11% +$94.9K 0.03% 309
2025
Q4 		$898K Sell
3,999
-867
-18% -$196K 0.03% 301
2025
Q3 		$1.08M Sell
4,866
-51
-1% -$10.6K 0.04% 269
2025
Q2 		$970K Buy
4,917
+24
+0.5% +$4.15K 0.04% 268
2025
Q1 		$789K Buy
4,893
+80
+2% +$14.3K 0.03% 275
2024
Q4 		$890K Sell
4,813
-10
-0.2% -$1.83K 0.04% 253
2024
Q3 		$842K Buy
4,823
+477
+11% +$80.6K 0.04% 269
2024
Q2 		$745K Sell
4,346
-47
-1% -$7.43K 0.03% 276
2024
Q1 		$685K Sell
4,393
-198
-4% -$29.8K 0.04% 241
2023
Q4 		$660K Sell
4,591
-529
-10% -$70.1K 0.04% 227
2023
Q3 		$629K Sell
5,120
-3,539
-41% -$455K 0.04% 218
2023
Q2 		$1.13M Sell
8,659
-8,885
-51% -$1.05M 0.08% 156
2023
Q1 		$2M Buy
+17,544
New +$1.83M 0.27% 83

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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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

Daymark Wealth Partners's FTEC Position: Q3 2026 in Review

Daymark Wealth Partners reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 7.8% in Q3 2026, selling an estimated $117K and leaving 4,914 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #299.

Daymark Wealth Partners first reported a position in FTEC in Q1 2023 and has held it in 15 quarters since. The position peaked at $2M in Q1 2023. 605 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Daymark Wealth Partners held 4,914 shares of Fidelity MSCI Information Technology Index ETF worth $1.47M as of Q3 2026.
  • Daymark Wealth Partners sold 413 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $117K.
  • Fidelity MSCI Information Technology Index ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q3 2026, its #299 holding.
  • Daymark Wealth Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2023 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Fidelity MSCI Information Technology Index ETF position peaked at $2M in Q1 2023.
  • 605 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.