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

Mather 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 Q3	$903K	Buy	3,011 +598	+25%	+$170K	0.01%	400
2026 Q2	$689K	Buy	2,413 +406	+20%	+$106K	0.01%	463
2026 Q1	$418K	Hold	2,007	–	–	﹤0.01%	538
2025 Q4	$451K	Buy	2,007 +176	+10%	+$39.9K	﹤0.01%	431
2025 Q3	$407K	Hold	1,831	–	–	﹤0.01%	444
2025 Q2	$361K	Hold	1,831	–	–	﹤0.01%	453
2025 Q1	$295K	Hold	1,831	–	–	﹤0.01%	495
2024 Q4	$339K	Hold	1,831	–	–	﹤0.01%	444
2024 Q3	$320K	Sell	1,831 -438	-19%	-$74K	﹤0.01%	454
2024 Q2	$354K	Buy	2,269 +119	+6%	+$18.8K	﹤0.01%	491
2024 Q1	$309K	Hold	2,150	–	–	﹤0.01%	434
2023 Q4	$309K	Buy	2,150 +251	+13%	+$33.2K	﹤0.01%	446
2023 Q3	$233K	Buy	1,899 +29	+2%	+$3.73K	﹤0.01%	496
2023 Q2	$244K	Buy	+1,870	New	+$222K	﹤0.01%	502

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

Mather Group's FTEC Position: Q3 2026 in Review

Mather Group increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 25% in Q3 2026, buying an estimated $170K and bringing the position to 3,011 shares worth $903K. The position accounts for 0.01% of the portfolio, ranked #400.

Mather Group first reported a position in FTEC in Q2 2023 and has held it in 14 quarters since. 168 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Mather Group held 3,011 shares of Fidelity MSCI Information Technology Index ETF worth $903K as of Q3 2026.
Mather Group bought 598 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $170K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #400 holding.
Mather Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and has held it in 14 quarters since.
168 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.