RAFFA WEALTH MANAGEMENT, LLC’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

RAFFA WEALTH MANAGEMENT, 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 Q2	$152K	Buy	534 +1	+0.2%	+$261	0.02%	103
2026 Q1	$111K	Hold	533	–	–	0.02%	108
2025 Q4	$120K	Buy	533 +1	+0.2%	+$227	0.02%	111
2025 Q3	$118K	Hold	532	–	–	0.02%	107
2025 Q2	$105K	Hold	532	–	–	0.02%	122
2025 Q1	$85.7K	Buy	532 +1	+0.2%	+$179	0.02%	115
2024 Q4	$98.2K	Buy	531 +87	+20%	+$15.9K	0.02%	113
2024 Q3	$77.5K	Buy	+444	New	+$75K	0.02%	118

Other funds holding FTEC

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FTEC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.19% in Q2 2026, buying an estimated $261 and bringing the position to 534 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #103.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FTEC in Q3 2024 and has held it in 8 quarters since. 226 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 534 shares of Fidelity MSCI Information Technology Index ETF worth $152K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 1 Fidelity MSCI Information Technology Index ETF share in Q2 2026, an estimated $261.
Fidelity MSCI Information Technology Index ETF made up 0.02% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #103 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 8 quarters since.
226 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.