Empirical Wealth Management
FTEC icon

Empirical Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Empirical Wealth 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 		$1.46M Buy
4,871
+2,050
+73% +$581K 0.02% 367
2026
Q2 		$805K Sell
2,821
-70
-2% -$18.3K 0.01% 467
2026
Q1 		$601K Hold
2,891
– – 0.01% 513
2025
Q4 		$649K Buy
2,891
+746
+35% +$169K 0.01% 435
2025
Q3 		$476K Buy
2,145
+464
+28% +$96.5K 0.01% 483
2025
Q2 		$331K Sell
1,681
-16
-0.9% -$2.77K 0.01% 511
2025
Q1 		$274K Sell
1,697
-641
-27% -$115K 0.01% 540
2024
Q4 		$432K Buy
2,338
+604
+35% +$110K 0.01% 414
2024
Q3 		$303K Hold
1,734
– – 0.01% 465
2024
Q2 		$297K Sell
1,734
-481
-22% -$76K 0.01% 460
2024
Q1 		$345K Buy
2,215
+202
+10% +$30.4K 0.01% 410
2023
Q4 		$289K Hold
2,013
– – 0.01% 404
2023
Q3 		$247K Sell
2,013
-1,165
-37% -$150K 0.01% 407
2023
Q2 		$415K Buy
3,178
+834
+36% +$99K 0.02% 335
2023
Q1 		$267K Sell
2,344
-175
-7% -$18.3K 0.01% 408
2022
Q4 		$238K Sell
2,519
-601
-19% -$58K 0.01% 411
2022
Q3 		$284K Buy
+3,120
New +$324K 0.01% 388
2022
Q2 		– Sell
-2,633
Closed -$324K – 491
2022
Q1 		$324K Sell
2,633
-591
-18% -$71.7K 0.02% 394
2021
Q4 		$436K Buy
3,224
+1,324
+70% +$172K 0.02% 365
2021
Q3 		$225K Hold
1,900
– – 0.01% 418
2021
Q2 		$224K Hold
1,900
– – 0.01% 412
2021
Q1 		$201K Buy
+1,900
New +$202K 0.02% 374

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
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Empirical Wealth Management's FTEC Position: Q3 2026 in Review

Empirical Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 73% in Q3 2026, buying an estimated $581K and bringing the position to 4,871 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #367.

Empirical Wealth Management first reported a position in FTEC in Q1 2021 and has held it in 22 quarters since. 442 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Empirical Wealth Management held 4,871 shares of Fidelity MSCI Information Technology Index ETF worth $1.46M as of Q3 2026.
  • Empirical Wealth Management bought 2,050 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $581K.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of Empirical Wealth Management's portfolio in Q3 2026, its #367 holding.
  • Empirical Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and has held it in 22 quarters since.
  • 442 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.