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Madison Wealth Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Madison Wealth Partners’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 		$616K Buy
2,959
+116
+4% +$25.5K 0.1% 95
2025
Q4 		$639K Hold
2,843
– – 0.12% 86
2025
Q3 		$632K Sell
2,843
-110
-4% -$22.9K 0.12% 79
2025
Q2 		$582K Buy
2,953
+1,362
+86% +$236K 0.13% 79
2025
Q1 		$257K Buy
1,591
+136
+9% +$24.4K 0.06% 129
2024
Q4 		$269K Hold
1,455
– – 0.08% 125
2024
Q3 		$254K Sell
1,455
-1
-0.1% -$169 0.08% 130
2024
Q2 		$250K Buy
+1,456
New +$230K 0.09% 110

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 $424B AUM 22.94% 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 $79.5B AUM 27.1% 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

Madison Wealth Partners's FTEC Position: Q1 2026 in Review

Madison Wealth Partners increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.1% in Q1 2026, buying an estimated $25.5K and bringing the position to 2,959 shares worth $616K. The position accounts for 0.1% of the portfolio, ranked #95.

Madison Wealth Partners first reported a position in FTEC in Q2 2024 and has held it in 8 quarters since. The position peaked at $639K in Q4 2025. 606 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Madison Wealth Partners held 2,959 shares of Fidelity MSCI Information Technology Index ETF worth $616K as of Q1 2026.
  • Madison Wealth Partners bought 116 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $25.5K.
  • Fidelity MSCI Information Technology Index ETF made up 0.1% of Madison Wealth Partners's portfolio in Q1 2026, its #95 holding.
  • Madison Wealth Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and has held it in 8 quarters since.
  • Madison Wealth Partners's Fidelity MSCI Information Technology Index ETF position peaked at $639K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.