BFC Planning, Inc.’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

BFC Planning, Inc.’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	$714K	Buy	2,379 +97	+4%	+$27.5K	0.03%	491
2026 Q2	$652K	Sell	2,282 -81	-3%	-$21.2K	0.03%	522
2026 Q1	$492K	Sell	2,363 -60	-2%	-$13.2K	0.02%	572
2025 Q4	$544K	Sell	2,423 -222	-8%	-$50.3K	0.02%	525
2025 Q3	$588K	Sell	2,645 -107	-4%	-$22.2K	0.04%	345
2025 Q2	$543K	Buy	2,752 +319	+13%	+$55.2K	0.04%	338
2025 Q1	$393K	Sell	2,433 -309	-11%	-$55.4K	0.03%	393
2024 Q4	$507K	Sell	2,742 -139	-5%	-$25.4K	0.04%	337
2024 Q3	$503K	Buy	+2,881	New	+$487K	0.04%	339

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

BFC Planning, Inc.'s FTEC Position: Q3 2026 in Review

BFC Planning, Inc. increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.3% in Q3 2026, buying an estimated $27.5K and bringing the position to 2,379 shares worth $714K. The position accounts for 0.03% of the portfolio, ranked #491.

BFC Planning, Inc. first reported a position in FTEC in Q3 2024 and has held it in 9 quarters since. 605 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

BFC Planning, Inc. held 2,379 shares of Fidelity MSCI Information Technology Index ETF worth $714K as of Q3 2026.
BFC Planning, Inc. bought 97 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $27.5K.
Fidelity MSCI Information Technology Index ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q3 2026, its #491 holding.
BFC Planning, Inc. first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 9 quarters since.
605 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.