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CKW Financial Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

CKW Financial 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
Q2 		$14K Hold
50
– – ﹤0.01% 107
2026
Q1 		$11K Hold
50
– – ﹤0.01% 99
2025
Q4 		$11K Hold
50
– – ﹤0.01% 113
2025
Q3 		$11K Hold
50
– – ﹤0.01% 119
2025
Q2 		$10K Hold
50
– – ﹤0.01% 120
2025
Q1 		$8K Hold
50
– – ﹤0.01% 131
2024
Q4 		$9K Hold
50
– – ﹤0.01% 191
2024
Q3 		$9K Hold
50
– – ﹤0.01% 180
2024
Q2 		$9K Hold
50
– – ﹤0.01% 180
2024
Q1 		$8K Hold
50
– – ﹤0.01% 182
2023
Q4 		$7K Hold
50
– – ﹤0.01% 193
2023
Q3 		$6K Hold
50
– – ﹤0.01% 182
2023
Q2 		$7K Hold
50
– – ﹤0.01% 177
2023
Q1 		$6K Hold
50
– – ﹤0.01% 169
2022
Q4 		$5K Hold
50
– – ﹤0.01% 173
2022
Q3 		$5K Hold
50
– – ﹤0.01% 178
2022
Q2 		$5K Hold
50
– – ﹤0.01% 177
2022
Q1 		$6K Sell
50
-150
-75% -$18.2K ﹤0.01% 178
2021
Q4 		$30K Sell
200
-28
-12% -$3.63K ﹤0.01% 143
2021
Q3 		$27K Hold
228
– – ﹤0.01% 152
2021
Q2 		$27K Buy
228
+50
+28% +$5.57K ﹤0.01% 156
2021
Q1 		$19K Buy
178
+100
+128% +$10.6K ﹤0.01% 145
2020
Q4 		$8K Sell
78
-3
-4% -$292 ﹤0.01% 159
2020
Q3 		$8K Hold
81
– – ﹤0.01% 145
2020
Q2 		$7K Hold
81
– – ﹤0.01% 146
2020
Q1 		$5K Hold
81
– – ﹤0.01% 148
2019
Q4 		$6K Hold
81
– – ﹤0.01% 149
2019
Q3 		$5K Buy
+81
New +$5.16K ﹤0.01% 142

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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

CKW Financial Group's FTEC Position: Q2 2026 in Review

CKW Financial Group held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 50 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #107.

CKW Financial Group first reported a position in FTEC in Q3 2019 and has held it in 28 quarters since. The position peaked at $30K in Q4 2021. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • CKW Financial Group held 50 shares of Fidelity MSCI Information Technology Index ETF worth $14K as of Q2 2026.
  • CKW Financial Group left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of CKW Financial Group's portfolio in Q2 2026, its #107 holding.
  • CKW Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2019 and has held it in 28 quarters since.
  • CKW Financial Group's Fidelity MSCI Information Technology Index ETF position peaked at $30K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on CKW Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.