SeaCrest Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

SeaCrest Wealth 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	$1.97M	Buy	6,569 +67	+1%	+$19K	0.22%	81
2026 Q2	$1.86M	Buy	6,502 +16	+0.2%	+$4.18K	0.21%	91
2026 Q1	$1.35M	Sell	6,486 -303	-4%	-$66.6K	0.14%	134
2025 Q4	$1.55M	Buy	6,789 +303	+5%	+$68.6K	0.16%	117
2025 Q3	$1.48M	Buy	6,486 +421	+7%	+$87.5K	0.16%	116
2025 Q2	$1.2M	Buy	6,065 +257	+4%	+$44.5K	0.13%	151
2025 Q1	$937K	Buy	5,808 +137	+2%	+$24.6K	0.11%	189
2024 Q4	$1.05M	Buy	5,671 +402	+8%	+$73.5K	0.11%	174
2024 Q3	$919K	Buy	5,269 +845	+19%	+$143K	0.1%	202
2024 Q2	$759K	Buy	4,424 +181	+4%	+$28.6K	0.09%	223
2024 Q1	$661K	Buy	4,243 +1,261	+42%	+$190K	0.08%	259
2023 Q4	$409K	Buy	+2,982	New	+$395K	0.05%	359

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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SeaCrest Wealth Management's FTEC Position: Q3 2026 in Review

SeaCrest Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1% in Q3 2026, buying an estimated $19K and bringing the position to 6,569 shares worth $1.97M. The position accounts for 0.22% of the portfolio, ranked #81.

SeaCrest Wealth Management first reported a position in FTEC in Q4 2023 and has held it in 12 quarters since. 189 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

SeaCrest Wealth Management held 6,569 shares of Fidelity MSCI Information Technology Index ETF worth $1.97M as of Q3 2026.
SeaCrest Wealth Management bought 67 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $19K.
Fidelity MSCI Information Technology Index ETF made up 0.22% of SeaCrest Wealth Management's portfolio in Q3 2026, its #81 holding.
SeaCrest Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 12 quarters since.
189 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.