Roxbury Financial
FTEC icon

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

Roxbury 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 		$31.8K Hold
106
– – 0.02% 249
2026
Q2 		$30.2K Hold
106
– – 0.02% 235
2026
Q1 		$22K Hold
106
– – 0.02% 248
2025
Q4 		$23.8K Hold
106
– – 0.02% 239
2025
Q3 		$23.5K Hold
106
– – 0.02% 237
2025
Q2 		$20.9K Hold
106
– – 0.02% 241
2025
Q1 		$18.8K Buy
106
+1
+1% +$179 0.02% 247
2024
Q4 		$19.6K Buy
+105
New +$19.2K 0.02% 248

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
Fischer Financial Services
Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 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
Armor Investment Advisors
Armor Investment Advisors Raleigh, North Carolina $307M AUM 14.23% 1-Year Est. Return

Roxbury Financial's FTEC Position: Q3 2026 in Review

Roxbury Financial held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 106 shares worth $31.8K. The position accounts for 0.02% of the portfolio, ranked #249.

Roxbury Financial first reported a position in FTEC in Q4 2024 and has held it in 8 quarters since. 274 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Roxbury Financial held 106 shares of Fidelity MSCI Information Technology Index ETF worth $31.8K as of Q3 2026.
  • Roxbury Financial left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of Roxbury Financial's portfolio in Q3 2026, its #249 holding.
  • Roxbury Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 8 quarters since.
  • 274 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.