Omni 360 Wealth
FTEC icon

Omni 360 Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Omni 360 Wealth’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 		$814K Buy
2,714
+146
+6% +$41.4K 0.37% 62
2026
Q2 		$733K Buy
2,568
+630
+33% +$165K 0.34% 66
2026
Q1 		$403K Hold
1,938
– – 0.21% 91
2025
Q4 		$436K Sell
1,938
-14
-0.7% -$3.17K 0.22% 84
2025
Q3 		$434K Buy
1,952
+53
+3% +$11K 0.24% 77
2025
Q2 		$374K Buy
1,899
+66
+4% +$11.4K 0.23% 81
2025
Q1 		$296K Sell
1,833
-52
-3% -$9.32K 0.2% 84
2024
Q4 		$348K Buy
1,885
+85
+5% +$15.5K 0.23% 82
2024
Q3 		$314K Sell
1,800
-182
-9% -$30.8K 0.22% 93
2024
Q2 		$340K Buy
1,982
+35
+2% +$5.53K 0.26% 82
2024
Q1 		$303K Buy
1,947
+27
+1% +$4.07K 0.25% 83
2023
Q4 		$276K Buy
+1,920
New +$254K 0.26% 80

Other funds holding FTEC

Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Marotta Asset Management
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
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Omni 360 Wealth's FTEC Position: Q3 2026 in Review

Omni 360 Wealth increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 5.7% in Q3 2026, buying an estimated $41.4K and bringing the position to 2,714 shares worth $814K. The position accounts for 0.37% of the portfolio, ranked #62.

Omni 360 Wealth first reported a position in FTEC in Q4 2023 and has held it in 12 quarters since. 191 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Omni 360 Wealth held 2,714 shares of Fidelity MSCI Information Technology Index ETF worth $814K as of Q3 2026.
  • Omni 360 Wealth bought 146 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $41.4K.
  • Fidelity MSCI Information Technology Index ETF made up 0.37% of Omni 360 Wealth's portfolio in Q3 2026, its #62 holding.
  • Omni 360 Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 12 quarters since.
  • 191 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.