Williams & Novak’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Williams & Novak’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	$1.34M	Hold	4,472	–	–	0.79%	37
2026 Q2	$1.28M	Hold	4,472	–	–	0.84%	36
2026 Q1	$942K	Hold	4,472	–	–	0.71%	39
2025 Q4	$1M	Sell	4,472 -200	-4%	-$45.3K	0.76%	37
2025 Q3	$1.04M	Hold	4,672	–	–	0.8%	33
2025 Q2	$921K	Hold	4,672	–	–	0.78%	41
2025 Q1	$760K	Sell	4,672 -47	-1%	-$8.42K	0.74%	38
2024 Q4	$872K	Hold	4,719	–	–	0.84%	32
2024 Q3	$823K	Sell	4,719 -79	-2%	-$13.4K	0.77%	37
2024 Q2	$823K	Hold	4,798	–	–	0.77%	35
2024 Q1	$689K	Hold	4,798	–	–	0.78%	39
2023 Q4	$689K	Buy	+4,798	New	+$635K	0.78%	39

Other funds holding FTEC

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Williams & Novak's FTEC Position: Q3 2026 in Review

Williams & Novak held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 4,472 shares worth $1.34M. The position accounts for 0.79% of the portfolio, ranked #37.

Williams & Novak first reported a position in FTEC in Q4 2023 and has held it in 12 quarters since. 172 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Williams & Novak held 4,472 shares of Fidelity MSCI Information Technology Index ETF worth $1.34M as of Q3 2026.
Williams & Novak left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Information Technology Index ETF made up 0.79% of Williams & Novak's portfolio in Q3 2026, its #37 holding.
Williams & Novak first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 12 quarters since.
172 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.