Sweeney & Michel
FTEC icon

Sweeney & Michel’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Sweeney & Michel’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 		$2.08M Buy
6,931
+8
+0.1% +$2.27K 0.55% 35
2026
Q2 		$2.01M Sell
6,923
-97
-1% -$25.4K 0.53% 35
2026
Q1 		$1.59M Buy
7,020
+406
+6% +$89.2K 0.47% 40
2025
Q4 		$1.48M Buy
6,614
+521
+9% +$118K 0.44% 43
2025
Q3 		$1.34M Sell
6,093
-1,364
-18% -$284K 0.45% 43
2025
Q2 		$1.49M Buy
7,457
+566
+8% +$97.9K 0.53% 35
2025
Q1 		$963K Buy
+6,891
New +$1.24M 0.42% 42
2024
Q3 		$1.2M Buy
6,679
+286
+4% +$48.3K 0.47% 39
2024
Q2 		$1.14M Buy
6,393
+8
+0.1% +$1.26K 0.49% 37
2024
Q1 		$994K Buy
+6,385
New +$962K 0.44% 39
2023
Q3 		$747K Buy
5,743
+448
+8% +$57.6K 0.39% 47
2023
Q2 		$676K Buy
5,295
+9
+0.2% +$1.07K 0.35% 49
2023
Q1 		$660K Buy
+5,286
New +$553K 0.35% 49

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
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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 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

Sweeney & Michel's FTEC Position: Q3 2026 in Review

Sweeney & Michel increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.12% in Q3 2026, buying an estimated $2.27K and bringing the position to 6,931 shares worth $2.08M. The position accounts for 0.55% of the portfolio, ranked #35.

Sweeney & Michel first reported a position in FTEC in Q1 2023 and has held it in 13 quarters since. 440 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Sweeney & Michel held 6,931 shares of Fidelity MSCI Information Technology Index ETF worth $2.08M as of Q3 2026.
  • Sweeney & Michel bought 8 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $2.27K.
  • Fidelity MSCI Information Technology Index ETF made up 0.55% of Sweeney & Michel's portfolio in Q3 2026, its #35 holding.
  • Sweeney & Michel first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2023 and has held it in 13 quarters since.
  • 440 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.