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

Lodestone 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	$298K	Sell	993 -4	-0.4%	-$1.14K	0.1%	153
2026 Q2	$285K	Sell	997 -25	-2%	-$6.54K	0.1%	157
2026 Q1	$213K	Hold	1,022	–	–	0.08%	169
2025 Q4	$230K	Hold	1,022	–	–	0.09%	159
2025 Q3	$227K	Sell	1,022 -2	-0.2%	-$416	0.1%	165
2025 Q2	$202K	Buy	+1,024	New	+$177K	0.1%	167
2024 Q3	–	Sell	-1,735	Closed	-$298K	–	149
2024 Q2	$298K	Sell	1,735 -9	-0.5%	-$1.42K	0.16%	120
2024 Q1	$272K	Buy	1,744 +6	+0.3%	+$904	0.14%	127
2023 Q4	$250K	Sell	1,738 -170	-9%	-$22.5K	0.14%	129
2023 Q3	$235K	Sell	1,908 -807	-30%	-$104K	0.16%	118
2023 Q2	$355K	Sell	2,715 -1,548	-36%	-$184K	0.24%	98
2023 Q1	$486K	Sell	4,263 -3	-0.1%	-$314	0.37%	68
2022 Q4	$403K	Buy	+4,266	New	+$412K	0.33%	77

Other funds holding FTEC

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

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

Lodestone Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.4% in Q3 2026, selling an estimated $1.14K and leaving 993 shares worth $298K. The position accounts for 0.1% of the portfolio, ranked #153.

Lodestone Wealth Management first reported a position in FTEC in Q4 2022 and has held it in 13 quarters since. The position peaked at $486K in Q1 2023. 416 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Lodestone Wealth Management held 993 shares of Fidelity MSCI Information Technology Index ETF worth $298K as of Q3 2026.
Lodestone Wealth Management sold 4 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $1.14K.
Fidelity MSCI Information Technology Index ETF made up 0.1% of Lodestone Wealth Management's portfolio in Q3 2026, its #153 holding.
Lodestone Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 13 quarters since.
Lodestone Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $486K in Q1 2023.
416 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.