Smith Shellnut Wilson
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Smith Shellnut Wilson’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Smith Shellnut Wilson’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 		$5.67M Buy
18,907
+290
+2% +$82.3K 2.16% 12
2026
Q2 		$5.32M Buy
18,617
+400
+2% +$105K 1.98% 13
2026
Q1 		$3.79M Sell
18,217
-109
-0.6% -$23.9K 1.65% 15
2025
Q4 		$4.12M Sell
18,326
-1,958
-10% -$444K 1.58% 15
2025
Q3 		$4.51M Buy
20,284
+4,835
+31% +$1.01M 1.73% 13
2025
Q2 		$3.05M Buy
15,449
+525
+4% +$90.8K 1.32% 14
2025
Q1 		$2.41M Buy
14,924
+135
+0.9% +$24.2K 1.1% 20
2024
Q4 		$2.73M Buy
14,789
+448
+3% +$81.9K 1.21% 20
2024
Q3 		$2.5M Sell
14,341
-618
-4% -$104K 1.13% 21
2024
Q2 		$2.57M Buy
14,959
+5,275
+54% +$834K 1.25% 22
2024
Q1 		$1.51M Sell
9,684
-12
-0.1% -$1.81K 0.8% 28
2023
Q4 		$1.39M Sell
9,696
-40
-0.4% -$5.3K 0.8% 29
2023
Q3 		$1.2M Hold
9,736
– – 0.73% 28
2023
Q2 		$1.27M Sell
9,736
-3
-0% -$356 0.72% 29
2023
Q1 		$1.11M Sell
9,739
-70
-0.7% -$7.32K 0.67% 29
2022
Q4 		$927K Sell
9,809
-1,870
-16% -$181K 0.57% 32
2022
Q3 		$1.06M Sell
11,679
-1,446
-11% -$150K 0.71% 31
2022
Q2 		$1.27M Sell
13,125
-3,517
-21% -$375K 0.78% 27
2022
Q1 		$2.05M Sell
16,642
-8,629
-34% -$1.05M 1.07% 23
2021
Q4 		$3.42M Buy
25,271
+8,342
+49% +$1.08M 1.69% 19
2021
Q3 		$2.01M Sell
16,929
-34
-0.2% -$4.16K 1.16% 21
2021
Q2 		$2M Buy
16,963
+113
+0.7% +$12.6K 1.16% 22
2021
Q1 		$1.78M Sell
16,850
-30,654
-65% -$3.26M 1.09% 23
2020
Q4 		$4.96M Buy
47,504
+5,106
+12% +$496K 2.96% 10
2020
Q3 		$3.9M Buy
+42,398
New +$3.77M 1.46% 17

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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
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
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

Smith Shellnut Wilson's FTEC Position: Q3 2026 in Review

Smith Shellnut Wilson increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.6% in Q3 2026, buying an estimated $82.3K and bringing the position to 18,907 shares worth $5.67M. The position accounts for 2.16% of the portfolio, ranked #12.

Smith Shellnut Wilson first reported a position in FTEC in Q3 2020 and has held it in 25 quarters since. 390 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Smith Shellnut Wilson held 18,907 shares of Fidelity MSCI Information Technology Index ETF worth $5.67M as of Q3 2026.
  • Smith Shellnut Wilson bought 290 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $82.3K.
  • Fidelity MSCI Information Technology Index ETF made up 2.16% of Smith Shellnut Wilson's portfolio in Q3 2026, its #12 holding.
  • Smith Shellnut Wilson first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and has held it in 25 quarters since.
  • 390 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Smith Shellnut Wilson's 13F filing for Q3 2026, filed 21 Oct 2026.