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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

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 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. 109 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.
  • 109 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.