MAG
FTEC icon

M3 Advisory Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

M3 Advisory Group’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
Q1 		– Sell
-910
Closed -$204K – 152
2025
Q4 		$204K Hold
910
– – 0.12% 138
2025
Q3 		$202K Buy
+910
New +$189K 0.13% 149

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M3 Advisory Group's FTEC Position: Q1 2026 in Review

M3 Advisory Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2026, closing a stake of 910 shares — an estimated $204K sold.

M3 Advisory Group first reported a position in FTEC in Q3 2025 and held it in 2 quarters. The position peaked at $204K in Q4 2025. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • M3 Advisory Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2026 after selling out during the quarter.
  • M3 Advisory Group sold 910 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $204K.
  • M3 Advisory Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2025 and held it in 2 quarters.
  • M3 Advisory Group's Fidelity MSCI Information Technology Index ETF position peaked at $204K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.