Matthew Hamilton Rosenberg’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Matthew Hamilton Rosenberg’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	$559K	Hold	1,862	–	–	0.1%	100
2026 Q2	$532K	Hold	1,862	–	–	0.1%	101
2026 Q1	$387K	Hold	1,862	–	–	0.08%	122
2025 Q4	$418K	Hold	1,862	–	–	0.09%	105
2025 Q3	$414K	Hold	1,862	–	–	0.09%	108
2025 Q2	$367K	Hold	1,862	–	–	0.09%	116
2025 Q1	$300K	Hold	1,862	–	–	0.08%	129
2024 Q4	$344K	Hold	1,862	–	–	0.09%	108
2024 Q3	$325K	Hold	1,862	–	–	0.09%	123
2024 Q2	$322K	Hold	1,862	–	–	0.1%	109
2024 Q1	$290K	Hold	1,862	–	–	0.08%	121
2023 Q4	$267K	Hold	1,862	–	–	0.08%	130
2023 Q3	$229K	Hold	1,862	–	–	0.08%	145
2023 Q2	$243K	Buy	1,862 +1	+0.1%	+$119	0.08%	142
2023 Q1	$212K	Hold	1,861	–	–	0.07%	173
2022 Q4	$176K	Hold	1,861	–	–	0.06%	201
2022 Q3	$170K	Hold	1,861	–	–	0.07%	185
2022 Q2	$180K	Hold	1,861	–	–	0.07%	183
2022 Q1	$229K	Sell	1,861 -21	-1%	-$2.55K	0.08%	162
2021 Q4	$255K	Hold	1,882	–	–	0.09%	144
2021 Q3	$223K	Hold	1,882	–	–	0.09%	149
2021 Q2	$222K	Hold	1,882	–	–	0.12%	121
2021 Q1	$199K	Sell	1,882 -1	-0.1%	-$106	0.11%	124
2020 Q4	$197K	Sell	1,883 -3	-0.2%	-$292	0.12%	111
2020 Q3	$174K	Hold	1,886	–	–	0.13%	103
2020 Q2	$155K	Hold	1,886	–	–	0.12%	110
2020 Q1	$119K	Buy	+1,886	New	+$135K	0.12%	100

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

Matthew Hamilton Rosenberg's FTEC Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 1,862 shares worth $559K. The position accounts for 0.1% of the portfolio, ranked #100.

Matthew Hamilton Rosenberg first reported a position in FTEC in Q1 2020 and has held it in 27 quarters since. 191 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Matthew Hamilton Rosenberg held 1,862 shares of Fidelity MSCI Information Technology Index ETF worth $559K as of Q3 2026.
Matthew Hamilton Rosenberg left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Information Technology Index ETF made up 0.1% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #100 holding.
Matthew Hamilton Rosenberg first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and has held it in 27 quarters since.
191 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.