XY Planning Network
FTEC icon

XY Planning Network’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

XY Planning Network’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 		$402K Hold
1,339
– – 0.04% 277
2026
Q2 		$382K Hold
1,339
– – 0.05% 245
2026
Q1 		$282K Sell
1,339
-96
-7% -$21.1K 0.05% 242
2025
Q4 		$322K Buy
+1,435
New +$325K 0.06% 208

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
Fischer Financial Services
Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 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
Armor Investment Advisors
Armor Investment Advisors Raleigh, North Carolina $307M AUM 14.23% 1-Year Est. Return

XY Planning Network's FTEC Position: Q3 2026 in Review

XY Planning Network held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2026 at 1,339 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #277.

XY Planning Network first reported a position in FTEC in Q4 2025 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • XY Planning Network held 1,339 shares of Fidelity MSCI Information Technology Index ETF worth $402K as of Q3 2026.
  • XY Planning Network left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #277 holding.
  • XY Planning Network first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 4 quarters since.
  • 274 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.