Sowell Financial Services
FTEC icon

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

Sowell Financial Services’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 		$522K Buy
1,739
+16
+0.9% +$4.54K 0.01% 671
2026
Q2 		$492K Sell
1,723
-192
-10% -$50.2K 0.02% 656
2026
Q1 		$398K Sell
1,915
-66
-3% -$14.5K 0.01% 721
2025
Q4 		$445K Sell
1,981
-21
-1% -$4.76K 0.02% 684
2025
Q3 		$445K Sell
2,002
-18
-0.9% -$3.74K 0.02% 664
2025
Q2 		$398K Sell
2,020
-167
-8% -$28.9K 0.02% 677
2025
Q1 		$353K Buy
+2,187
New +$392K 0.02% 697
2024
Q1 		– Sell
-11,090
Closed -$1.59M – 556
2023
Q4 		$1.59M Buy
+11,090
New +$1.47M 0.09% 252
2023
Q3 		– Sell
-24,943
Closed -$3.26M – 538
2023
Q2 		$3.26M Buy
24,943
+5,946
+31% +$706K 0.18% 134
2023
Q1 		$2.16M Buy
+18,997
New +$1.99M 0.17% 142
2022
Q3 		– Sell
-86,459
Closed -$3.06M – 425
2022
Q2 		$3.06M Buy
+86,459
New +$9.21M 0.28% 81
2021
Q2 		– Sell
-13,088
Closed -$1.43M – 1323
2021
Q1 		$1.43M Buy
13,088
+2,577
+25% +$274K 0.05% 317
2020
Q4 		$1.1M Buy
10,511
+309
+3% +$30K 0.05% 310
2020
Q3 		$939K Sell
10,202
-267
-3% -$23.8K 0.05% 310
2020
Q2 		$861K Buy
10,469
+4,032
+63% +$297K 0.05% 310
2020
Q1 		$404K Buy
6,437
+1,639
+34% +$118K 0.03% 453
2019
Q4 		$348K Sell
4,798
-2,783
-37% -$189K 0.03% 556
2019
Q3 		$483K Buy
+7,581
New +$482K 0.04% 423
2019
Q1 		$542K Buy
9,139
+792
+9% +$43.5K 0.06% 308
2018
Q4 		$411K Buy
+8,347
New +$448K 0.06% 315

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
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
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sowell Financial Services's FTEC Position: Q3 2026 in Review

Sowell Financial Services increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.93% in Q3 2026, buying an estimated $4.54K and bringing the position to 1,739 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #671.

Sowell Financial Services first reported a position in FTEC in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.26M in Q2 2023. 156 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Sowell Financial Services held 1,739 shares of Fidelity MSCI Information Technology Index ETF worth $522K as of Q3 2026.
  • Sowell Financial Services bought 16 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $4.54K.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #671 holding.
  • Sowell Financial Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2018 and has held it in 20 quarters since.
  • Sowell Financial Services's Fidelity MSCI Information Technology Index ETF position peaked at $3.26M in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.