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KWMG LLC’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

KWMG LLC’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 		$434K Buy
1,448
+163
+13% +$46.2K 0.03% 121
2026
Q2 		$367K Buy
1,285
+163
+15% +$42.6K 0.03% 128
2026
Q1 		$233K Buy
+1,122
New +$246K 0.02% 142

Other funds holding FTEC

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

KWMG LLC's FTEC Position: Q3 2026 in Review

KWMG LLC increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 13% in Q3 2026, buying an estimated $46.2K and bringing the position to 1,448 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #121.

KWMG LLC first reported a position in FTEC in Q1 2026 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • KWMG LLC held 1,448 shares of Fidelity MSCI Information Technology Index ETF worth $434K as of Q3 2026.
  • KWMG LLC bought 163 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $46.2K.
  • Fidelity MSCI Information Technology Index ETF made up 0.03% of KWMG LLC's portfolio in Q3 2026, its #121 holding.
  • KWMG LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2026 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.