Financial Freedom LLC
FTEC icon

Financial Freedom LLC’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Financial Freedom LLC’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 		$1.28M Sell
4,282
-106
-2% -$30.1K 0.59% 41
2026
Q2 		$1.25M Buy
4,388
+1
+0% +$261 0.58% 45
2026
Q1 		$913K Buy
4,387
+8
+0.2% +$1.76K 0.45% 48
2025
Q4 		$984K Buy
4,379
+16
+0.4% +$3.62K 0.49% 45
2025
Q3 		$969K Buy
4,363
+1
+0% +$208 0.48% 43
2025
Q2 		$860K Buy
4,362
+1
+0% +$173 0.46% 42
2025
Q1 		$703K Sell
4,361
-201
-4% -$36K 0.4% 46
2024
Q4 		$844K Buy
4,562
+204
+5% +$37.3K 0.44% 43
2024
Q3 		$761K Buy
4,358
+1
+0% +$169 0.4% 46
2024
Q2 		$747K Sell
4,357
-1,338
-23% -$212K 0.42% 45
2024
Q1 		$888K Buy
5,695
+4
+0.1% +$602 0.53% 38
2023
Q4 		$818K Buy
5,691
+7
+0.1% +$927 0.52% 40
2023
Q3 		$699K Buy
5,684
+4
+0.1% +$515 0.5% 38
2023
Q2 		$742K Buy
5,680
+4
+0.1% +$475 0.52% 36
2023
Q1 		$647K Buy
5,676
+6
+0.1% +$627 0.47% 36
2022
Q4 		$536K Buy
+5,670
New +$547K 0.36% 43

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

Financial Freedom LLC's FTEC Position: Q3 2026 in Review

Financial Freedom LLC reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.4% in Q3 2026, selling an estimated $30.1K and leaving 4,282 shares worth $1.28M. The position accounts for 0.59% of the portfolio, ranked #41.

Financial Freedom LLC first reported a position in FTEC in Q4 2022 and has held it in 16 quarters since. 605 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Financial Freedom LLC held 4,282 shares of Fidelity MSCI Information Technology Index ETF worth $1.28M as of Q3 2026.
  • Financial Freedom LLC sold 106 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $30.1K.
  • Fidelity MSCI Information Technology Index ETF made up 0.59% of Financial Freedom LLC's portfolio in Q3 2026, its #41 holding.
  • Financial Freedom LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 16 quarters since.
  • 605 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.