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

Lineweaver 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 Q3	$473K	Buy	1,577 +18	+1%	+$5.1K	0.05%	147
2026 Q2	$445K	Buy	1,559 +2	+0.1%	+$523	0.05%	144
2026 Q1	$324K	Sell	1,557 -1,295	-45%	-$284K	0.04%	149
2025 Q4	$641K	Buy	2,852 +1,281	+82%	+$290K	0.09%	132
2025 Q3	$349K	Buy	1,571 +1	+0.1%	+$208	0.05%	143
2025 Q2	$310K	Buy	1,570 +3	+0.2%	+$519	0.05%	137
2025 Q1	$253K	Buy	1,567 +1	+0.1%	+$179	0.04%	129
2024 Q4	$290K	Sell	1,566 -75	-5%	-$13.7K	0.05%	119
2024 Q3	$286K	Buy	1,641 +2	+0.1%	+$338	0.05%	112
2024 Q2	$281K	Buy	1,639 +1	+0.1%	+$158	0.06%	115
2024 Q1	$255K	Buy	1,638 +3	+0.2%	+$452	0.06%	116
2023 Q4	$235K	Sell	1,635 -435	-21%	-$57.6K	0.06%	121
2023 Q3	$255K	Sell	2,070 -701	-25%	-$90.2K	0.07%	122
2023 Q2	$362K	Buy	2,771 +20	+0.7%	+$2.38K	0.1%	96
2023 Q1	$314K	Sell	2,751 -19	-0.7%	-$1.99K	0.1%	104
2022 Q4	$262K	Sell	2,770 -219	-7%	-$21.1K	0.08%	110
2022 Q3	$271K	Sell	2,989 -58	-2%	-$6.03K	0.09%	109
2022 Q2	$294K	Sell	3,047 -665	-18%	-$70.9K	0.1%	106
2022 Q1	$456K	Sell	3,712 -1	-0%	-$121	0.13%	95
2021 Q4	$502K	Sell	3,713 -47	-1%	-$6.1K	0.14%	84
2021 Q3	$446K	Sell	3,760 -417	-10%	-$51.1K	0.14%	87
2021 Q2	$492K	Sell	4,177 -52,492	-93%	-$5.85M	0.16%	70
2021 Q1	$6M	Buy	56,669 +2,521	+5%	+$268K	2.13%	12
2020 Q4	$5.66M	Sell	54,148 -3,953	-7%	-$384K	2.22%	16
2020 Q3	$5.35M	Sell	58,101 -349	-0.6%	-$31.1K	2.39%	14
2020 Q2	$4.81M	Sell	58,450 -2,506	-4%	-$185K	2.44%	13
2020 Q1	$3.83M	Sell	60,956 -21,708	-26%	-$1.56M	2.41%	14
2019 Q4	$5.99M	Buy	+82,664	New	+$5.6M	3.38%	8

Other funds holding FTEC

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

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 Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Lineweaver Wealth Advisors's FTEC Position: Q3 2026 in Review

Lineweaver Wealth Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.2% in Q3 2026, buying an estimated $5.1K and bringing the position to 1,577 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #147.

Lineweaver Wealth Advisors first reported a position in FTEC in Q4 2019 and has held it in 28 quarters since. The position peaked at $6M in Q1 2021. 191 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Lineweaver Wealth Advisors held 1,577 shares of Fidelity MSCI Information Technology Index ETF worth $473K as of Q3 2026.
Lineweaver Wealth Advisors bought 18 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $5.1K.
Fidelity MSCI Information Technology Index ETF made up 0.05% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #147 holding.
Lineweaver Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and has held it in 28 quarters since.
Lineweaver Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $6M in Q1 2021.
191 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.