SW
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SteelPeak Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

SteelPeak Wealth’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
Q2 		$981K Sell
3,436
-49
-1% -$12.8K 0.03% 313
2026
Q1 		$725K Sell
3,485
-104,239
-97% -$22.9M 0.02% 339
2025
Q4 		$24.2M Buy
107,724
+104,830
+3,622% +$23.7M 0.8% 29
2025
Q3 		$643K Sell
2,894
-68,970
-96% -$14.3M 0.02% 356
2025
Q2 		$14.2M Buy
+71,864
New +$12.4M 0.55% 41
2025
Q1 		– Sell
-287,134
Closed -$53.1M – 617
2024
Q4 		$53.1M Buy
+287,134
New +$52.5M 2.2% 11
2024
Q1 		– Sell
-66,399
Closed -$9.54M – 502
2023
Q4 		$9.54M Buy
+66,399
New +$8.79M 0.56% 47
2021
Q1 		– Sell
-56,462
Closed -$5.9M – 385
2020
Q4 		$5.9M Buy
+56,462
New +$5.49M 0.54% 43

Other funds holding FTEC

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
EA
Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return