High Point Wealth Management
FTEC icon

High Point Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

High Point Wealth 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 		$8.8M Sell
29,339
-73
-0.2% -$20.7K 6.97% 2
2026
Q2 		$8.4M Buy
29,412
+681
+2% +$178K 6.87% 2
2026
Q1 		$5.98M Buy
28,731
+2,893
+11% +$635K 5.77% 2
2025
Q4 		$5.81M Buy
+25,838
New +$5.85M 5.45% 2

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
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

High Point Wealth Management's FTEC Position: Q3 2026 in Review

High Point Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.25% in Q3 2026, selling an estimated $20.7K and leaving 29,339 shares worth $8.8M. The position accounts for 6.97% of the portfolio, ranked #2.

High Point Wealth Management first reported a position in FTEC in Q4 2025 and has held it in 4 quarters since. 415 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • High Point Wealth Management held 29,339 shares of Fidelity MSCI Information Technology Index ETF worth $8.8M as of Q3 2026.
  • High Point Wealth Management sold 73 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $20.7K.
  • Fidelity MSCI Information Technology Index ETF made up 6.97% of High Point Wealth Management's portfolio in Q3 2026, its #2 holding.
  • High Point Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 4 quarters since.
  • 415 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.