Pacific Sun Financial
FTEC icon

Pacific Sun Financial’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Pacific Sun Financial’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 		$975K Buy
3,248
+116
+4% +$32.9K 0.39% 79
2026
Q2 		$894K Sell
3,132
-90
-3% -$23.5K 0.37% 82
2026
Q1 		$670K Buy
3,222
+619
+24% +$136K 0.32% 92
2025
Q4 		$585K Buy
2,603
+213
+9% +$48.3K 0.28% 103
2025
Q3 		$531K Hold
2,390
– – 0.26% 116
2025
Q2 		$471K Buy
2,390
+183
+8% +$31.7K 0.25% 120
2025
Q1 		$356K Buy
2,207
+601
+37% +$108K 0.2% 138
2024
Q4 		$297K Buy
1,606
+5
+0.3% +$914 0.16% 150
2024
Q3 		$279K Buy
1,601
+331
+26% +$55.9K 0.15% 150
2024
Q2 		$218K Buy
+1,270
New +$201K 0.13% 168

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Pacific Sun Financial's FTEC Position: Q3 2026 in Review

Pacific Sun Financial increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3.7% in Q3 2026, buying an estimated $32.9K and bringing the position to 3,248 shares worth $975K. The position accounts for 0.39% of the portfolio, ranked #79.

Pacific Sun Financial first reported a position in FTEC in Q2 2024 and has held it in 10 quarters since. 605 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Pacific Sun Financial held 3,248 shares of Fidelity MSCI Information Technology Index ETF worth $975K as of Q3 2026.
  • Pacific Sun Financial bought 116 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $32.9K.
  • Fidelity MSCI Information Technology Index ETF made up 0.39% of Pacific Sun Financial's portfolio in Q3 2026, its #79 holding.
  • Pacific Sun Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and has held it in 10 quarters since.
  • 605 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Pacific Sun Financial's 13F filing for Q3 2026, filed 13 Nov 2026.