Financial Management Professionals’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Financial Management Professionals’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	$194K	Hold	648	–	–	0.02%	173
2026 Q2	$185K	Hold	648	–	–	0.02%	180
2026 Q1	$135K	Hold	648	–	–	0.02%	179
2025 Q4	$146K	Hold	648	–	–	0.02%	172
2025 Q3	$144K	Buy	+648	New	+$135K	0.02%	176

Other funds holding FTEC

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Financial Management Professionals's FTEC Position: Q3 2026 in Review

Financial Management Professionals held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 648 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #173.

Financial Management Professionals first reported a position in FTEC in Q3 2025 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Financial Management Professionals held 648 shares of Fidelity MSCI Information Technology Index ETF worth $194K as of Q3 2026.
Financial Management Professionals left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Information Technology Index ETF made up 0.02% of Financial Management Professionals's portfolio in Q3 2026, its #173 holding.
Financial Management Professionals first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2025 and has held it in 5 quarters since.
191 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.