Catalina Capital Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Catalina Capital Group’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 Q1	$553K	Sell	2,656 -70	-3%	-$15.4K	0.33%	66
2025 Q4	$612K	Buy	2,726 +3	+0.1%	+$680	0.37%	56
2025 Q3	$605K	Sell	2,723 -33	-1%	-$6.86K	0.37%	56
2025 Q2	$544K	Buy	2,756 +2	+0.1%	+$346	0.36%	58
2025 Q1	$444K	Buy	2,754 +43	+2%	+$7.71K	0.29%	74
2024 Q4	$501K	Buy	2,711 +110	+4%	+$20.1K	0.17%	125
2024 Q3	$454K	Buy	2,601 +3	+0.1%	+$507	0.15%	137
2024 Q2	$446K	Sell	2,598 -238	-8%	-$37.6K	0.17%	130
2024 Q1	$442K	Buy	2,836 +3	+0.1%	+$452	0.18%	122
2023 Q4	$407K	Buy	+2,833	New	+$375K	0.27%	70

Other funds holding FTEC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Catalina Capital Group's FTEC Position: Q1 2026 in Review

Catalina Capital Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.6% in Q1 2026, selling an estimated $15.4K and leaving 2,656 shares worth $553K. The position accounts for 0.33% of the portfolio, ranked #66.

Catalina Capital Group first reported a position in FTEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $612K in Q4 2025. 609 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Catalina Capital Group held 2,656 shares of Fidelity MSCI Information Technology Index ETF worth $553K as of Q1 2026.
Catalina Capital Group sold 70 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $15.4K.
Fidelity MSCI Information Technology Index ETF made up 0.33% of Catalina Capital Group's portfolio in Q1 2026, its #66 holding.
Catalina Capital Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 10 quarters since.
Catalina Capital Group's Fidelity MSCI Information Technology Index ETF position peaked at $612K in Q4 2025.
609 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.