CFG
FTEC icon

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

Cooper 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
Q3 		$3.16M Buy
10,541
+2
+0% +$567 0.25% 70
2026
Q2 		$3.01M Sell
10,539
-37
-0.3% -$9.67K 0.25% 69
2026
Q1 		$2.2M Sell
10,576
-434
-4% -$95.3K 0.22% 87
2025
Q4 		$2.47M Sell
11,010
-781
-7% -$177K 0.26% 68
2025
Q3 		$2.62M Sell
11,791
-88
-0.7% -$18.3K 0.29% 57
2025
Q2 		$2.34M Buy
11,879
+196
+2% +$33.9K 0.28% 63
2025
Q1 		$1.88M Sell
11,683
-189
-2% -$33.9K 0.25% 87
2024
Q4 		$2.19M Sell
11,872
-99
-0.8% -$18.1K 0.26% 64
2024
Q3 		$2.09M Buy
11,971
+282
+2% +$47.7K 0.27% 67
2024
Q2 		$2M Buy
11,689
+251
+2% +$39.7K 0.29% 64
2024
Q1 		$1.78M Sell
11,438
-1,420
-11% -$214K 0.29% 64
2023
Q4 		$1.85M Sell
12,858
-1,701
-12% -$225K 0.34% 57
2023
Q3 		$1.79M Sell
14,559
-54
-0.4% -$6.95K 0.43% 47
2023
Q2 		$1.91M Sell
14,613
-314
-2% -$37.3K 0.47% 46
2023
Q1 		$1.7M Sell
14,927
-1,250
-8% -$131K 0.46% 49
2022
Q4 		$1.53M Sell
16,177
-1,561
-9% -$151K 0.47% 49
2022
Q3 		$1.61M Buy
17,738
+2,170
+14% +$226K 0.58% 40
2022
Q2 		$1.5M Buy
+15,568
New +$1.66M 0.55% 50
2021
Q4 		– Sell
-2,320
Closed -$275K – 250
2021
Q3 		$275K Sell
2,320
-38,299
-94% -$4.69M 0.06% 200
2021
Q2 		$4.79M Sell
40,619
-31,402
-44% -$3.5M 0.97% 20
2021
Q1 		$7.62M Buy
72,021
+2,643
+4% +$281K 1.72% 15
2020
Q4 		$7.25M Buy
69,378
+2,173
+3% +$211K 1.48% 16
2020
Q3 		$6.19M Buy
67,205
+812
+1% +$72.3K 1.79% 16
2020
Q2 		$5.46M Buy
66,393
+7,789
+13% +$574K 1.77% 16
2020
Q1 		$3.67M Buy
+58,604
New +$4.2M 1.53% 16

Other funds holding FTEC

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cooper Financial Group's FTEC Position: Q3 2026 in Review

Cooper Financial Group increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.02% in Q3 2026, buying an estimated $567 and bringing the position to 10,541 shares worth $3.16M. The position accounts for 0.25% of the portfolio, ranked #70.

Cooper Financial Group first reported a position in FTEC in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.62M in Q1 2021. 23 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Cooper Financial Group held 10,541 shares of Fidelity MSCI Information Technology Index ETF worth $3.16M as of Q3 2026.
  • Cooper Financial Group bought 2 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $567.
  • Fidelity MSCI Information Technology Index ETF made up 0.25% of Cooper Financial Group's portfolio in Q3 2026, its #70 holding.
  • Cooper Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and has held it in 25 quarters since.
  • Cooper Financial Group's Fidelity MSCI Information Technology Index ETF position peaked at $7.62M in Q1 2021.
  • 23 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.