Wiser Wealth Management
FTEC icon

Wiser Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Wiser Wealth Management’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 		$1.48M Sell
4,920
-173
-3% -$49.1K 0.27% 28
2026
Q2 		$1.45M Buy
5,093
+106
+2% +$27.7K 0.28% 26
2026
Q1 		$1.04M Hold
4,987
– – 0.22% 30
2025
Q4 		$1.12M Sell
4,987
-108
-2% -$24.5K 0.25% 29
2025
Q3 		$1.13M Buy
5,095
+2,930
+135% +$609K 0.26% 27
2025
Q2 		$427K Buy
2,165
+308
+17% +$53.3K 0.11% 36
2025
Q1 		$299K Sell
1,857
-602
-24% -$108K 0.08% 36
2024
Q4 		$455K Hold
2,459
– – 0.13% 31
2024
Q3 		$429K Buy
+2,459
New +$416K 0.12% 33

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
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
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wiser Wealth Management's FTEC Position: Q3 2026 in Review

Wiser Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 3.4% in Q3 2026, selling an estimated $49.1K and leaving 4,920 shares worth $1.48M. The position accounts for 0.27% of the portfolio, ranked #28.

Wiser Wealth Management first reported a position in FTEC in Q3 2024 and has held it in 9 quarters since. 159 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Wiser Wealth Management held 4,920 shares of Fidelity MSCI Information Technology Index ETF worth $1.48M as of Q3 2026.
  • Wiser Wealth Management sold 173 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $49.1K.
  • Fidelity MSCI Information Technology Index ETF made up 0.27% of Wiser Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Wiser Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and has held it in 9 quarters since.
  • 159 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.