Succession Financial
FTEC icon

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

Succession Financial’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 		$5.25M Buy
17,483
+5,527
+46% +$1.57M 5.05% 6
2026
Q2 		$3.41M Buy
+11,956
New +$3.13M 3.25% 7

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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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

Succession Financial's FTEC Position: Q3 2026 in Review

Succession Financial increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 46% in Q3 2026, buying an estimated $1.57M and bringing the position to 17,483 shares worth $5.25M. The position accounts for 5.05% of the portfolio, ranked #6.

Succession Financial first reported a position in FTEC in Q2 2026 and has held it in 2 quarters since. 592 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Succession Financial held 17,483 shares of Fidelity MSCI Information Technology Index ETF worth $5.25M as of Q3 2026.
  • Succession Financial bought 5,527 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $1.57M.
  • Fidelity MSCI Information Technology Index ETF made up 5.05% of Succession Financial's portfolio in Q3 2026, its #6 holding.
  • Succession Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2026 and has held it in 2 quarters since.
  • 592 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Succession Financial's 13F filing for Q3 2026, filed 14 Oct 2026.