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

Valeo Financial Advisors’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	$516K	Buy	1,720 +550	+47%	+$156K	0.01%	453
2026 Q2	$334K	Hold	1,170	–	–	0.01%	587
2026 Q1	$243K	Buy	+1,170	New	+$257K	0.01%	629
2024 Q3	–	Sell	-3,107	Closed	-$533K	–	715
2024 Q2	$533K	Buy	3,107 +2	+0.1%	+$316	0.02%	373
2024 Q1	$457K	Hold	3,105	–	–	0.02%	402
2023 Q4	$446K	Sell	3,105 -146	-4%	-$19.3K	0.02%	394
2023 Q3	$400K	Buy	3,251 +253	+8%	+$32.5K	0.02%	386
2023 Q2	$392K	Hold	2,998	–	–	0.02%	366
2023 Q1	$342K	Buy	2,998 +1	+0%	+$105	0.02%	410
2022 Q4	$283K	Buy	2,997 +114	+4%	+$11K	0.02%	401
2022 Q3	$262K	Buy	2,883 +201	+7%	+$20.9K	0.02%	386
2022 Q2	$259K	Sell	2,682 -186	-6%	-$19.8K	0.02%	383
2022 Q1	$353K	Buy	2,868 +187	+7%	+$22.7K	0.02%	411
2021 Q4	$363K	Hold	2,681	–	–	0.02%	376
2021 Q3	$318K	Hold	2,681	–	–	0.02%	388
2021 Q2	$316K	Hold	2,681	–	–	0.02%	348
2021 Q1	$284K	Buy	2,681 +1	+0%	+$106	0.01%	367
2020 Q4	$280K	Buy	2,680 +180	+7%	+$17.5K	0.01%	348
2020 Q3	$230K	Sell	2,500 -1,087	-30%	-$96.7K	0.02%	295
2020 Q2	$295K	Sell	3,587 -454	-11%	-$33.5K	0.03%	255
2020 Q1	$268K	Sell	4,041 -10	-0.2%	-$718	0.03%	243
2019 Q4	$294K	Buy	4,051 +4	+0.1%	+$271	0.03%	254
2019 Q3	$258K	Buy	4,047 +4	+0.1%	+$255	0.03%	249
2019 Q2	$252K	Buy	4,043 +1,525	+61%	+$93K	0.03%	246
2019 Q1	$149K	Hold	2,518	–	–	0.02%	333
2018 Q4	$124K	Hold	2,518	–	–	0.02%	340
2018 Q3	$138K	Buy	2,518 +2,500	+13,889%	+$146K	0.02%	342
2018 Q2	$1K	Buy	+18	New	+$982	﹤0.01%	1458

Other funds holding FTEC

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Valeo Financial Advisors's FTEC Position: Q3 2026 in Review

Valeo Financial Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 47% in Q3 2026, buying an estimated $156K and bringing the position to 1,720 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #453.

Valeo Financial Advisors first reported a position in FTEC in Q2 2018 and has held it in 28 quarters since. The position peaked at $533K in Q2 2024. 23 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Valeo Financial Advisors held 1,720 shares of Fidelity MSCI Information Technology Index ETF worth $516K as of Q3 2026.
Valeo Financial Advisors bought 550 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $156K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #453 holding.
Valeo Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2018 and has held it in 28 quarters since.
Valeo Financial Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $533K in Q2 2024.
23 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.