GoalVest Advisory
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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
Q3 		– Sell
-9
Closed -$2.57K – 747
2026
Q2 		$2.57K Buy
+9
New +$2.35K ﹤0.01% 436

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

GoalVest Advisory's FTEC Position: Q3 2026 in Review

GoalVest Advisory sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2026, closing a stake of 9 shares — an estimated $2.57K sold.

GoalVest Advisory first reported a position in FTEC in Q2 2026 and held it in 1 quarter. The position peaked at $2.57K in Q2 2026. 592 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • GoalVest Advisory reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2026 after selling out during the quarter.
  • GoalVest Advisory sold 9 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $2.57K.
  • GoalVest Advisory first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2026 and held it in 1 quarter.
  • GoalVest Advisory's Fidelity MSCI Information Technology Index ETF position peaked at $2.57K in Q2 2026.
  • 592 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.