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CAP Partners LLC’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

CAP Partners LLC’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 		$2.39M Sell
7,977
-23
-0.3% -$6.52K 1.1% 24
2026
Q2 		$2.28M Buy
8,000
+250
+3% +$65.4K 1.12% 23
2026
Q1 		$1.61M Buy
7,750
+84
+1% +$18.5K 0.91% 29
2025
Q4 		$1.72M Buy
7,666
+37
+0.5% +$8.38K 0.98% 27
2025
Q3 		$1.69M Sell
7,629
-107
-1% -$22.2K 0.96% 29
2025
Q2 		$1.53M Sell
7,736
-613
-7% -$106K 0.96% 29
2025
Q1 		$1.35M Buy
8,349
+299
+4% +$53.6K 0.98% 29
2024
Q4 		$1.49M Buy
8,050
+2
+0% +$366 1.05% 26
2024
Q3 		$1.4M Sell
8,048
-587
-7% -$99.2K 1.05% 24
2024
Q2 		$1.48M Buy
8,635
+488
+6% +$77.2K 1.2% 23
2024
Q1 		$1.27M Buy
8,147
+398
+5% +$59.9K 1.12% 24
2023
Q4 		$1.11M Buy
+7,749
New +$1.03M 1.1% 25

Other funds holding FTEC

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
YWM
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
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
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

CAP Partners LLC's FTEC Position: Q3 2026 in Review

CAP Partners LLC reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.29% in Q3 2026, selling an estimated $6.52K and leaving 7,977 shares worth $2.39M. The position accounts for 1.1% of the portfolio, ranked #24.

CAP Partners LLC first reported a position in FTEC in Q4 2023 and has held it in 12 quarters since. 120 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • CAP Partners LLC held 7,977 shares of Fidelity MSCI Information Technology Index ETF worth $2.39M as of Q3 2026.
  • CAP Partners LLC sold 23 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $6.52K.
  • Fidelity MSCI Information Technology Index ETF made up 1.1% of CAP Partners LLC's portfolio in Q3 2026, its #24 holding.
  • CAP Partners LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 12 quarters since.
  • 120 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.