SWMG LLC
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SWMG LLC’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

SWMG LLC’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 		$488K Sell
1,725
-41
-2% -$11.6K 0.11% 67
2026
Q2 		$494K Sell
1,766
-104
-6% -$27.2K 0.12% 61
2026
Q1 		$389K Buy
1,870
+7
+0.4% +$1.54K 0.11% 78
2025
Q4 		$411K Sell
1,863
-333
-15% -$75.4K 0.11% 76
2025
Q3 		$498K Buy
2,196
+480
+28% +$100K 0.15% 68
2025
Q2 		$354K Buy
1,716
+242
+16% +$41.9K 0.12% 87
2025
Q1 		$240K Buy
+1,474
New +$264K 0.1% 103
2024
Q2 		– Sell
-2,257
Closed -$352K – 101
2024
Q1 		$352K Buy
2,257
+561
+33% +$84.5K 0.16% 70
2023
Q4 		$244K Buy
+1,696
New +$225K 0.12% 90

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
Fischer Financial Services
Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 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
Armor Investment Advisors
Armor Investment Advisors Raleigh, North Carolina $307M AUM 14.23% 1-Year Est. Return

SWMG LLC's FTEC Position: Q3 2026 in Review

SWMG LLC reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.3% in Q3 2026, selling an estimated $11.6K and leaving 1,725 shares worth $488K. The position accounts for 0.11% of the portfolio, ranked #67.

SWMG LLC first reported a position in FTEC in Q4 2023 and has held it in 9 quarters since. The position peaked at $498K in Q3 2025. 274 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • SWMG LLC held 1,725 shares of Fidelity MSCI Information Technology Index ETF worth $488K as of Q3 2026.
  • SWMG LLC sold 41 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $11.6K.
  • Fidelity MSCI Information Technology Index ETF made up 0.11% of SWMG LLC's portfolio in Q3 2026, its #67 holding.
  • SWMG LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 9 quarters since.
  • SWMG LLC's Fidelity MSCI Information Technology Index ETF position peaked at $498K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.