HHM Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

HHM Wealth Advisors’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	$231K	Hold	810	–	–	0.02%	194
2026 Q1	$169K	Sell	810 -225	-22%	-$49.4K	0.02%	214
2025 Q4	$233K	Hold	1,035	–	–	0.03%	177
2025 Q3	$230K	Sell	1,035 -48	-4%	-$9.98K	0.03%	188
2025 Q2	$214K	Sell	1,083 -102	-9%	-$17.6K	0.03%	193
2025 Q1	$191K	Hold	1,185	–	–	0.03%	188
2024 Q4	$219K	Hold	1,185	–	–	0.03%	179
2024 Q3	$207K	Sell	1,185 -50	-4%	-$8.45K	0.03%	164
2024 Q2	$212K	Buy	1,235 +720	+140%	+$114K	0.03%	165
2024 Q1	$80.3K	Hold	515	–	–	0.01%	232
2023 Q4	$74K	Hold	515	–	–	0.01%	236
2023 Q3	$63.3K	Sell	515 -1,680	-77%	-$216K	0.01%	247
2023 Q2	$287K	Hold	2,195	–	–	0.05%	109
2023 Q1	$250K	Hold	2,195	–	–	0.05%	114
2022 Q4	$207K	Buy	+2,195	New	+$212K	0.05%	116

Other funds holding FTEC

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 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

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 $59.6B AUM 29.42% 1-Year Est. Return

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

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM