Ehrlich Financial Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Ehrlich Financial 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	$806K	Sell	2,688 -41	-2%	-$11.6K	0.42%	50
2026 Q2	$779K	Sell	2,729 -68	-2%	-$17.8K	0.4%	56
2026 Q1	$582K	Sell	2,797 -3,147	-53%	-$691K	0.33%	71
2025 Q4	$1.34M	Sell	5,944 -147	-2%	-$33.3K	0.76%	36
2025 Q3	$1.35M	Sell	6,091 -44	-0.7%	-$9.15K	0.8%	35
2025 Q2	$1.21M	Sell	6,135 -292	-5%	-$50.5K	0.78%	39
2025 Q1	$1.04M	Sell	6,427 -60	-0.9%	-$10.8K	0.76%	42
2024 Q4	$1.2M	Buy	6,487 +17	+0.3%	+$3.11K	0.85%	30
2024 Q3	$1.13M	Buy	+6,470	New	+$1.09M	0.81%	31

Other funds holding FTEC

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

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

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

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ehrlich Financial Group's FTEC Position: Q3 2026 in Review

Ehrlich Financial Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.5% in Q3 2026, selling an estimated $11.6K and leaving 2,688 shares worth $806K. The position accounts for 0.42% of the portfolio, ranked #50.

Ehrlich Financial Group first reported a position in FTEC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.35M in Q3 2025. 208 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Ehrlich Financial Group held 2,688 shares of Fidelity MSCI Information Technology Index ETF worth $806K as of Q3 2026.
Ehrlich Financial Group sold 41 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $11.6K.
Fidelity MSCI Information Technology Index ETF made up 0.42% of Ehrlich Financial Group's portfolio in Q3 2026, its #50 holding.
Ehrlich Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 9 quarters since.
Ehrlich Financial Group's Fidelity MSCI Information Technology Index ETF position peaked at $1.35M in Q3 2025.
208 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.