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 Q1	$913K	Buy	4,387 +8	+0.2%	+$1.76K	0.45%	48
2025 Q4	$984K	Buy	4,379 +16	+0.4%	+$3.63K	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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Freedom LLC's FTEC Position: Q1 2026 in Review

Financial Freedom LLC increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.18% in Q1 2026, buying an estimated $1.76K and bringing the position to 4,387 shares worth $913K. The position accounts for 0.45% of the portfolio, ranked #48.

Financial Freedom LLC first reported a position in FTEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $984K in Q4 2025. 604 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Financial Freedom LLC held 4,387 shares of Fidelity MSCI Information Technology Index ETF worth $913K as of Q1 2026.
Financial Freedom LLC bought 8 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $1.76K.
Fidelity MSCI Information Technology Index ETF made up 0.45% of Financial Freedom LLC's portfolio in Q1 2026, its #48 holding.
Financial Freedom LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Fidelity MSCI Information Technology Index ETF position peaked at $984K in Q4 2025.
604 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.