Forte Asset Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Forte Asset 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	$1.49M	Sell	4,967 -29	-0.6%	-$8.23K	0.6%	49
2026 Q2	$1.43M	Hold	4,996	–	–	0.58%	49
2026 Q1	$1.04M	Buy	4,996 +1	+0%	+$220	0.46%	52
2025 Q4	$1.12M	Sell	4,995 -427	-8%	-$96.7K	0.51%	47
2025 Q3	$1.2M	Buy	5,422 +1	+0%	+$208	0.58%	45
2025 Q2	$1.07M	Sell	5,421 -120	-2%	-$20.8K	0.54%	44
2025 Q1	$894K	Buy	5,541 +1	+0%	+$179	0.45%	44
2024 Q4	$1.02M	Sell	5,540 -505	-8%	-$92.3K	0.54%	42
2024 Q3	$1.05M	Sell	6,045 -150	-2%	-$25.4K	0.56%	43
2024 Q2	$1.06M	Sell	6,195 -865	-12%	-$137K	0.63%	38
2024 Q1	$1.1M	Hold	7,060	–	–	0.67%	37
2023 Q4	$1.01M	Sell	7,060 -319	-4%	-$42.2K	0.69%	36
2023 Q3	$907K	Hold	7,379	–	–	0.61%	35
2023 Q2	$964K	Sell	7,379 -33	-0.4%	-$3.92K	0.63%	37
2023 Q1	$845K	Buy	7,412 +296	+4%	+$31K	0.56%	40
2022 Q4	$673K	Sell	7,116 -31,150	-81%	-$3.01M	0.44%	47
2022 Q3	$3.48M	Sell	38,266 -1,520	-4%	-$158K	2.31%	14
2022 Q2	$3.84M	Buy	+39,786	New	+$4.24M	2.66%	12

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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

Forte Asset Management's FTEC Position: Q3 2026 in Review

Forte Asset Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.58% in Q3 2026, selling an estimated $8.23K and leaving 4,967 shares worth $1.49M. The position accounts for 0.6% of the portfolio, ranked #49.

Forte Asset Management first reported a position in FTEC in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.84M in Q2 2022. 605 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Forte Asset Management held 4,967 shares of Fidelity MSCI Information Technology Index ETF worth $1.49M as of Q3 2026.
Forte Asset Management sold 29 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $8.23K.
Fidelity MSCI Information Technology Index ETF made up 0.6% of Forte Asset Management's portfolio in Q3 2026, its #49 holding.
Forte Asset Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2022 and has held it in 18 quarters since.
Forte Asset Management's Fidelity MSCI Information Technology Index ETF position peaked at $3.84M in Q2 2022.
605 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Forte Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.