GoalVest Advisory’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

GoalVest Advisory’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 Q2	$2.57K	Buy	+9	New	+$2.35K	﹤0.01%	436

Other funds holding FTEC

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

GoalVest Advisory's FTEC Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 9 shares worth $2.57K. The stake represents ﹤0.01% of the portfolio and ranks #436 among its holdings.

109 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

GoalVest Advisory held 9 shares of Fidelity MSCI Information Technology Index ETF worth $2.57K as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new GoalVest Advisory position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #436 holding.
109 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.