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 Q3	$2.24M	Sell	7,451 -158	-2%	-$44.8K	1.49%	17
2026 Q2	$2.17M	Buy	7,609 +163	+2%	+$42.6K	1.49%	18
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 Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Elm3 Financial Group's FTEC Position: Q3 2026 in Review

Elm3 Financial Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.1% in Q3 2026, selling an estimated $44.8K and leaving 7,451 shares worth $2.24M. The position accounts for 1.49% of the portfolio, ranked #17.

Elm3 Financial Group first reported a position in FTEC in Q4 2024 and has held it in 8 quarters since. 485 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Elm3 Financial Group held 7,451 shares of Fidelity MSCI Information Technology Index ETF worth $2.24M as of Q3 2026.
Elm3 Financial Group sold 158 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $44.8K.
Fidelity MSCI Information Technology Index ETF made up 1.49% of Elm3 Financial Group's portfolio in Q3 2026, its #17 holding.
Elm3 Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 8 quarters since.
485 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.