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

Centurion 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 Q2	$461K	Sell	1,614 -1,027	-39%	-$268K	0.11%	170
2026 Q1	$549K	Sell	2,641 -2	-0.1%	-$439	0.12%	154
2025 Q4	$594K	Buy	2,643 +31	+1%	+$7.02K	0.13%	140
2025 Q3	$580K	Buy	2,612 +40	+2%	+$8.32K	0.13%	136
2025 Q2	$507K	Buy	2,572 +170	+7%	+$29.4K	0.15%	122
2025 Q1	$444K	Hold	2,402	–	–	0.14%	116
2024 Q4	$444K	Buy	2,402 +150	+7%	+$27.4K	0.14%	116
2024 Q3	$393K	Buy	+2,252	New	+$381K	0.13%	122
2024 Q1	$225K	Buy	1,444 +2	+0.1%	+$301	0.09%	164
2023 Q4	$207K	Buy	+1,442	New	+$191K	0.09%	159

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

KIM

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

Centurion Wealth Management's FTEC Position: Q2 2026 in Review

Centurion Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 39% in Q2 2026, selling an estimated $268K and leaving 1,614 shares worth $461K. The position accounts for 0.11% of the portfolio, ranked #170.

Centurion Wealth Management first reported a position in FTEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $594K in Q4 2025. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Centurion Wealth Management held 1,614 shares of Fidelity MSCI Information Technology Index ETF worth $461K as of Q2 2026.
Centurion Wealth Management sold 1,027 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $268K.
Fidelity MSCI Information Technology Index ETF made up 0.11% of Centurion Wealth Management's portfolio in Q2 2026, its #170 holding.
Centurion Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 10 quarters since.
Centurion Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $594K in Q4 2025.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.