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Elm3 Financial Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Elm3 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
Q1 		$1.55M Sell
7,446
-74
-1% -$16.3K 1.31% 19
2025
Q4 		$1.69M Buy
7,520
+89
+1% +$20.2K 1.4% 17
2025
Q3 		$1.65M Sell
7,431
-90
-1% -$18.7K 1.35% 20
2025
Q2 		$1.48M Sell
7,521
-78
-1% -$13.5K 1.23% 22
2025
Q1 		$1.23M Sell
7,599
-81
-1% -$14.5K 1.08% 23
2024
Q4 		$1.42M Buy
+7,680
New +$1.4M 1.21% 20

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elm3 Financial Group's FTEC Position: Q1 2026 in Review

Elm3 Financial Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.98% in Q1 2026, selling an estimated $16.3K and leaving 7,446 shares worth $1.55M. The position accounts for 1.31% of the portfolio, ranked #19.

Elm3 Financial Group first reported a position in FTEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.69M in Q4 2025. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Elm3 Financial Group held 7,446 shares of Fidelity MSCI Information Technology Index ETF worth $1.55M as of Q1 2026.
  • Elm3 Financial Group sold 74 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $16.3K.
  • Fidelity MSCI Information Technology Index ETF made up 1.31% of Elm3 Financial Group's portfolio in Q1 2026, its #19 holding.
  • Elm3 Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Elm3 Financial Group's Fidelity MSCI Information Technology Index ETF position peaked at $1.69M in Q4 2025.
  • 603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.