Krilogy Financial
FTEC icon

Krilogy Financial’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Krilogy Financial’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 		$380K Hold
1,260
– – 0.01% 756
2026
Q2 		$360K Sell
1,260
-102
-7% -$26.7K 0.01% 753
2026
Q1 		$322K Buy
1,362
+102
+8% +$22.4K 0.01% 712
2025
Q4 		$286K Buy
1,260
+17
+1% +$3.85K 0.01% 743
2025
Q3 		$288K Buy
+1,243
New +$258K 0.01% 695
2018
Q4 		– Sell
-2,775
Closed -$167K – 329
2018
Q3 		$167K Sell
2,775
-2,129
-43% -$125K 0.04% 161
2018
Q2 		$271K Sell
4,904
-83
-2% -$4.53K 0.07% 117
2018
Q1 		$259K Buy
4,987
+1,826
+58% +$96.8K 0.06% 138
2017
Q4 		$158K Sell
3,161
-160
-5% -$7.88K 0.04% 170
2017
Q3 		$153K Sell
3,321
-109
-3% -$4.9K 0.04% 191
2017
Q2 		$147K Buy
3,430
+38
+1% +$1.62K 0.04% 167
2017
Q1 		$125K Hold
3,392
– – 0.04% 173
2016
Q4 		$125K Buy
3,392
+92
+3% +$3.36K 0.04% 173
2016
Q3 		$121K Buy
3,300
+449
+16% +$15.8K 0.04% 183
2016
Q2 		$92K Buy
2,851
+115
+4% +$3.75K 0.03% 209
2016
Q1 		$91K Buy
+2,736
New +$84.6K 0.04% 187
2015
Q4 		– Sell
-2,704
Closed -$82K – 472
2015
Q3 		$82K Buy
+2,704
New +$85.5K 0.04% 151

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
Armor Investment Advisors
Armor Investment Advisors Raleigh, North Carolina $307M AUM 14.23% 1-Year Est. Return
Primoris Wealth Advisors
Primoris Wealth Advisors North Palm Beach, Florida $215M AUM 64.65% 1-Year Est. Return

Krilogy Financial's FTEC Position: Q3 2026 in Review

Krilogy Financial held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 1,260 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #756.

Krilogy Financial first reported a position in FTEC in Q3 2015 and has held it in 17 quarters since. 253 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Krilogy Financial held 1,260 shares of Fidelity MSCI Information Technology Index ETF worth $380K as of Q3 2026.
  • Krilogy Financial left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #756 holding.
  • Krilogy Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2015 and has held it in 17 quarters since.
  • 253 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.