Root Financial Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Root Financial Partners’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	$774K	Sell	2,580 -82	-3%	-$23.3K	0.03%	165
2026 Q2	$760K	Buy	2,662 +566	+27%	+$148K	0.03%	146
2026 Q1	$436K	Sell	2,096 -52	-2%	-$11.4K	0.02%	188
2025 Q4	$483K	Sell	2,148 -25	-1%	-$5.66K	0.02%	169
2025 Q3	$483K	Buy	2,173 +268	+14%	+$55.7K	0.03%	148
2025 Q2	$376K	Buy	1,905 +596	+46%	+$103K	0.04%	155
2025 Q1	$211K	Buy	1,309 +120	+10%	+$21.5K	0.02%	198
2024 Q4	$220K	Buy	+1,189	New	+$217K	0.03%	194

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

Armor Investment Advisors Raleigh, North Carolina $307M AUM 14.23% 1-Year Est. Return

Primoris Wealth Advisors North Palm Beach, Florida $215M AUM 64.65% 1-Year Est. Return

Root Financial Partners's FTEC Position: Q3 2026 in Review

Root Financial Partners reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3.1% in Q3 2026, selling an estimated $23.3K and leaving 2,580 shares worth $774K. The position accounts for 0.03% of the portfolio, ranked #165.

Root Financial Partners first reported a position in FTEC in Q4 2024 and has held it in 8 quarters since. 270 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Root Financial Partners held 2,580 shares of Fidelity MSCI Information Technology Index ETF worth $774K as of Q3 2026.
Root Financial Partners sold 82 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $23.3K.
Fidelity MSCI Information Technology Index ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #165 holding.
Root Financial Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 8 quarters since.
270 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.