FTEC — FIDELITY

Ownership history in Portfolio Strategies, Inc.  ·  31 quarters on record

This page tracks every 13F SEC filing in which Portfolio Strategies, Inc. reported a position in FIDELITY (FTEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.24% (2024 Q4)
Avg. % of fund
2.64%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 235,462 -3,269 -1.4% 6.12% $52.9M $224.67
2025 Q3 REDUCED 238,731 -3,606 -1.5% 6.16% $53.0M $221.90
2025 Q2 ADDED 242,337 +3,158 +1.3% 6.22% $47.8M $196.78
2025 Q1 ADDED 239,179 +1,342 +0.6% 5.97% $38.6M $160.71
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FTEC price (monthly, adj. close)

Other funds also holding FTEC

As of 2025 Q4 — sorted by position size

Mowery & Schoenfeld Wealth Management, LLC 9.72% Yoder Wealth Management, Inc. 8.86% Richard Bernstein Advisors LLC 3Y 7Y 8.81% Eaton Financial Holdings Company, LLC 5.65% Fischer Financial Services, Inc. 5.14% PRIMORIS WEALTH ADVISORS, LLC 3Y 4.92% Armor Investment Advisors, LLC 3Y 7Y 4.63% Kraft, Davis & Associates, LLC 3Y 4.16% SOUTHERN CAPITAL ADVISORS, LLC 3Y 4.16% Northwest Wealth Advisors, LLC 3.19%
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