Sage Mountain Advisors
FTEC icon

Sage Mountain Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Sage Mountain Advisors’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 		$965K Hold
3,217
– – 0.06% 105
2026
Q2 		$919K Hold
3,217
– – 0.06% 102
2026
Q1 		$669K Hold
3,217
– – 0.05% 118
2025
Q4 		$723K Buy
3,217
+1,802
+127% +$408K 0.04% 215
2025
Q3 		$314K Hold
1,415
– – 0.02% 356
2025
Q2 		$279K Hold
1,415
– – 0.02% 347
2025
Q1 		$228K Hold
1,415
– – 0.02% 353
2024
Q4 		$262K Hold
1,415
– – 0.02% 328
2024
Q3 		$247K Buy
+1,415
New +$239K 0.02% 334

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

Sage Mountain Advisors's FTEC Position: Q3 2026 in Review

Sage Mountain Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 3,217 shares worth $965K. The position accounts for 0.06% of the portfolio, ranked #105.

Sage Mountain Advisors first reported a position in FTEC in Q3 2024 and has held it in 9 quarters since. 415 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Sage Mountain Advisors held 3,217 shares of Fidelity MSCI Information Technology Index ETF worth $965K as of Q3 2026.
  • Sage Mountain Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.06% of Sage Mountain Advisors's portfolio in Q3 2026, its #105 holding.
  • Sage Mountain Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 9 quarters since.
  • 415 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.