Peak Financial Management
FTEC icon

Peak Financial Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Peak Financial Management’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 		$233K Buy
778
+1
+0.1% +$284 0.05% 101
2026
Q2 		$222K Buy
+777
New +$203K 0.05% 107
2018
Q1 		– Sell
-32,495
Closed -$1.62M – 48
2017
Q4 		$1.62M Buy
32,495
+4
+0% +$197 0.62% 27
2017
Q3 		$1.5M Sell
32,491
-576
-2% -$25.9K 0.58% 25
2017
Q2 		$1.41M Buy
33,067
+114
+0.3% +$4.87K 0.55% 23
2017
Q1 		$1.36M Buy
32,953
+923
+3% +$36.6K 0.55% 23
2016
Q4 		$1.18M Buy
+32,030
New +$1.17M 0.51% 21

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
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Peak Financial Management's FTEC Position: Q3 2026 in Review

Peak Financial Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.13% in Q3 2026, buying an estimated $284 and bringing the position to 778 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #101.

Peak Financial Management first reported a position in FTEC in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.62M in Q4 2017. 416 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Peak Financial Management held 778 shares of Fidelity MSCI Information Technology Index ETF worth $233K as of Q3 2026.
  • Peak Financial Management bought 1 Fidelity MSCI Information Technology Index ETF share in Q3 2026, an estimated $284.
  • Fidelity MSCI Information Technology Index ETF made up 0.05% of Peak Financial Management's portfolio in Q3 2026, its #101 holding.
  • Peak Financial Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2016 and has held it in 7 quarters since.
  • Peak Financial Management's Fidelity MSCI Information Technology Index ETF position peaked at $1.62M in Q4 2017.
  • 416 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Peak Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.