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Peak Retirement Planning’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Peak Retirement Planning’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
2025
Q3 		– Sell
-1,744
Closed -$344K – 131
2025
Q2 		$344K Buy
+1,744
New +$302K 0.14% 96

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Peak Retirement Planning's FTEC Position: Q3 2025 in Review

Peak Retirement Planning sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2025, closing a stake of 1,744 shares — an estimated $344K sold.

Peak Retirement Planning first reported a position in FTEC in Q2 2025 and held it in 1 quarter. The position peaked at $344K in Q2 2025. 562 funds tracked by Wall St. Rank hold FTEC as of Q3 2025.

  • Peak Retirement Planning reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2025 after selling out during the quarter.
  • Peak Retirement Planning sold 1,744 Fidelity MSCI Information Technology Index ETF shares in Q3 2025, an estimated $344K.
  • Peak Retirement Planning first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2025 and held it in 1 quarter.
  • Peak Retirement Planning's Fidelity MSCI Information Technology Index ETF position peaked at $344K in Q2 2025.
  • 562 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2025.

Based on Peak Retirement Planning's 13F filing for Q3 2025, filed 4 Nov 2025.