Instrumental Wealth
FTEC icon

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

Instrumental Wealth’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 		$976K Buy
3,252
+38
+1% +$10.8K 0.47% 26
2026
Q2 		$918K Buy
3,214
+60
+2% +$15.7K 0.46% 26
2026
Q1 		$656K Buy
3,154
+53
+2% +$11.6K 0.4% 26
2025
Q4 		$685K Buy
3,101
+173
+6% +$39.2K 0.41% 26
2025
Q3 		$691K Buy
2,928
+52
+2% +$10.8K 0.48% 27
2025
Q2 		$578K Buy
2,876
+88
+3% +$15.2K 0.46% 25
2025
Q1 		$453K Buy
2,788
+272
+11% +$48.8K 0.41% 28
2024
Q4 		$467K Buy
2,516
+137
+6% +$25K 0.44% 23
2024
Q3 		$430K Buy
2,379
+103
+5% +$17.4K 0.42% 25
2024
Q2 		$376K Buy
2,276
+35
+2% +$5.53K 0.39% 27
2024
Q1 		$367K Buy
2,241
+211
+10% +$31.8K 0.16% 27
2023
Q4 		$306K Buy
2,030
+18
+0.9% +$2.38K 0.33% 27
2023
Q3 		$254K Buy
2,012
+156
+8% +$20.1K 0.3% 28
2023
Q2 		$243K Buy
+1,856
New +$220K 0.29% 26

Other funds holding FTEC

Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Instrumental Wealth's FTEC Position: Q3 2026 in Review

Instrumental Wealth increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.2% in Q3 2026, buying an estimated $10.8K and bringing the position to 3,252 shares worth $976K. The position accounts for 0.47% of the portfolio, ranked #26.

Instrumental Wealth first reported a position in FTEC in Q2 2023 and has held it in 14 quarters since. 147 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Instrumental Wealth held 3,252 shares of Fidelity MSCI Information Technology Index ETF worth $976K as of Q3 2026.
  • Instrumental Wealth bought 38 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $10.8K.
  • Fidelity MSCI Information Technology Index ETF made up 0.47% of Instrumental Wealth's portfolio in Q3 2026, its #26 holding.
  • Instrumental Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and has held it in 14 quarters since.
  • 147 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.