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Valley Brook Capital Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Valley Brook Capital Group’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
Q2 		$826K Buy
2,893
+215
+8% +$56.2K 0.47% 55
2026
Q1 		$557K Buy
2,678
+390
+17% +$85.7K 0.37% 64
2025
Q4 		$514K Hold
2,288
– – 0.34% 62
2025
Q3 		$508K Buy
2,288
+25
+1% +$5.2K 0.34% 67
2025
Q2 		$446K Buy
2,263
+15
+0.7% +$2.6K 0.33% 70
2025
Q1 		$363K Buy
2,248
+75
+3% +$13.4K 0.28% 81
2024
Q4 		$402K Buy
2,173
+95
+5% +$17.4K 0.3% 76
2024
Q3 		$363K Buy
2,078
+53
+3% +$8.96K 0.26% 86
2024
Q2 		$347K Buy
2,025
+100
+5% +$15.8K 0.27% 83
2024
Q1 		$300K Buy
1,925
+105
+6% +$15.8K 0.24% 93
2023
Q4 		$261K Buy
+1,820
New +$241K 0.23% 92
2021
Q2 		– Sell
-390
Closed -$46K – 221
2021
Q1 		$46K Buy
390
+190
+95% +$20.2K 0.04% 231
2020
Q4 		$20K Buy
+200
New +$19.4K 0.02% 279

Other funds holding FTEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Valley Brook Capital Group's FTEC Position: Q2 2026 in Review

Valley Brook Capital Group increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 8% in Q2 2026, buying an estimated $56.2K and bringing the position to 2,893 shares worth $826K. The position accounts for 0.47% of the portfolio, ranked #55.

Valley Brook Capital Group first reported a position in FTEC in Q4 2020 and has held it in 13 quarters since. 386 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Valley Brook Capital Group held 2,893 shares of Fidelity MSCI Information Technology Index ETF worth $826K as of Q2 2026.
  • Valley Brook Capital Group bought 215 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $56.2K.
  • Fidelity MSCI Information Technology Index ETF made up 0.47% of Valley Brook Capital Group's portfolio in Q2 2026, its #55 holding.
  • Valley Brook Capital Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 13 quarters since.
  • 386 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.