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 Q3	$486K	Buy	1,618 +4	+0.2%	+$1.14K	0.12%	154
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

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Centurion Wealth Management's FTEC Position: Q3 2026 in Review

Centurion Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.25% in Q3 2026, buying an estimated $1.14K and bringing the position to 1,618 shares worth $486K. The position accounts for 0.12% of the portfolio, ranked #154.

Centurion Wealth Management first reported a position in FTEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $594K in Q4 2025. 158 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Centurion Wealth Management held 1,618 shares of Fidelity MSCI Information Technology Index ETF worth $486K as of Q3 2026.
Centurion Wealth Management bought 4 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $1.14K.
Fidelity MSCI Information Technology Index ETF made up 0.12% of Centurion Wealth Management's portfolio in Q3 2026, its #154 holding.
Centurion Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 11 quarters since.
Centurion Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $594K in Q4 2025.
158 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.