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

Yoder 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	$31.8M	Buy	105,929 +1,676	+2%	+$475K	11.99%	1
2026 Q2	$29.8M	Buy	104,253 +6,170	+6%	+$1.61M	11.64%	1
2026 Q1	$20.4M	Buy	98,083 +11,440	+13%	+$2.51M	9.3%	1
2025 Q4	$19.5M	Buy	86,643 +17,388	+25%	+$3.94M	8.86%	1
2025 Q3	$15.4M	Buy	69,255 +9,228	+15%	+$1.92M	7.28%	1
2025 Q2	$11.8M	Buy	60,027 +3,647	+6%	+$631K	6.17%	1
2025 Q1	$9.09M	Buy	56,380 +7,652	+16%	+$1.37M	5.12%	2
2024 Q4	$9.01M	Buy	48,728 +10,618	+28%	+$1.94M	4.98%	2
2024 Q3	$6.65M	Buy	38,110 +6,568	+21%	+$1.11M	3.99%	5
2024 Q2	$5.41M	Buy	31,542 +3,097	+11%	+$490K	3.5%	7
2024 Q1	$4.43M	Buy	28,445 +880	+3%	+$133K	2.89%	9
2023 Q4	$3.96M	Buy	27,565 +1,259	+5%	+$167K	2.79%	9
2023 Q3	$3.23M	Buy	26,306 +391	+2%	+$50.3K	2.67%	10
2023 Q2	$3.39M	Buy	25,915 +2,074	+9%	+$246K	2.67%	10
2023 Q1	$2.72M	Buy	+23,841	New	+$2.49M	2.26%	12

Other funds holding FTEC

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 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

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

SIC

Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

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

Yoder Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.6% in Q3 2026, buying an estimated $475K and bringing the position to 105,929 shares worth $31.8M. The position accounts for 11.99% of the portfolio, ranked #1.

Yoder Wealth Management first reported a position in FTEC in Q1 2023 and has held it in 15 quarters since. 125 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Yoder Wealth Management held 105,929 shares of Fidelity MSCI Information Technology Index ETF worth $31.8M as of Q3 2026.
Yoder Wealth Management bought 1,676 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $475K.
Fidelity MSCI Information Technology Index ETF made up 11.99% of Yoder Wealth Management's portfolio in Q3 2026, its #1 holding.
Yoder Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2023 and has held it in 15 quarters since.
125 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

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