Sugar Maple Asset Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Sugar Maple Asset 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	$225K	Hold	750	–	–	0.13%	79
2026 Q2	$214K	Sell	750 -222	-23%	-$58K	0.14%	77
2026 Q1	$202K	Hold	972	–	–	0.12%	82
2025 Q4	$218K	Hold	972	–	–	0.15%	78
2025 Q3	$216K	Buy	+972	New	+$202K	0.15%	74
2025 Q1	–	Sell	-972	Closed	-$180K	–	211
2024 Q4	$180K	Buy	+972	New	+$178K	0.14%	66

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

Sugar Maple Asset Management's FTEC Position: Q3 2026 in Review

Sugar Maple Asset Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 750 shares worth $225K. The position accounts for 0.13% of the portfolio, ranked #79.

Sugar Maple Asset Management first reported a position in FTEC in Q4 2024 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Sugar Maple Asset Management held 750 shares of Fidelity MSCI Information Technology Index ETF worth $225K as of Q3 2026.
Sugar Maple Asset Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Information Technology Index ETF made up 0.13% of Sugar Maple Asset Management's portfolio in Q3 2026, its #79 holding.
Sugar Maple Asset Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 6 quarters since.
191 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.