LJI Wealth Management
FTEC icon

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

LJI 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 		$824K Hold
2,745
– – 0.12% 70
2026
Q2 		$784K Sell
2,745
-110
-4% -$28.8K 0.11% 80
2026
Q1 		$594K Sell
2,855
-95
-3% -$20.9K 0.09% 85
2025
Q4 		$663K Buy
2,950
+35
+1% +$7.93K 0.1% 86
2025
Q3 		$648K Hold
2,915
– – 0.11% 67
2025
Q2 		$575K Buy
2,915
+63
+2% +$10.9K 0.1% 82
2025
Q1 		$460K Buy
2,852
+53
+2% +$9.5K 0.09% 91
2024
Q4 		$517K Sell
2,799
-553
-16% -$101K 0.1% 86
2024
Q3 		$585K Sell
3,352
-106
-3% -$17.9K 0.12% 89
2024
Q2 		$593K Hold
3,458
– – 0.13% 82
2024
Q1 		$539K Buy
3,458
+523
+18% +$78.8K 0.14% 76
2023
Q4 		$422K Buy
2,935
+103
+4% +$13.6K 0.11% 99
2023
Q3 		$348K Buy
2,832
+493
+21% +$63.4K 0.1% 108
2023
Q2 		$306K Buy
2,339
+420
+22% +$49.9K 0.09% 116
2023
Q1 		$219K Sell
1,919
-294
-13% -$30.7K 0.07% 140
2022
Q4 		$209K Buy
+2,213
New +$214K 0.07% 132

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

LJI Wealth Management's FTEC Position: Q3 2026 in Review

LJI Wealth Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 2,745 shares worth $824K. The position accounts for 0.12% of the portfolio, ranked #70.

LJI Wealth Management first reported a position in FTEC in Q4 2022 and has held it in 16 quarters since. 498 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • LJI Wealth Management held 2,745 shares of Fidelity MSCI Information Technology Index ETF worth $824K as of Q3 2026.
  • LJI Wealth Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.12% of LJI Wealth Management's portfolio in Q3 2026, its #70 holding.
  • LJI Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 16 quarters since.
  • 498 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.