CPA
FTEC icon

Court Place Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Court Place Advisors’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
2025
Q3 		$6.85M Buy
30,839
+20
+0.1% +$4.16K 2.06% 11
2025
Q2 		$6.08M Sell
30,819
-425
-1% -$73.5K 1.91% 14
2025
Q1 		$5.04M Buy
31,244
+120
+0.4% +$21.5K 1.67% 18
2024
Q4 		$5.75M Sell
31,124
-50
-0.2% -$9.14K 1.87% 14
2024
Q3 		$5.44M Buy
31,174
+4,865
+18% +$822K 1.59% 16
2024
Q2 		$4.51M Buy
26,309
+1,160
+5% +$183K 1.42% 18
2024
Q1 		$3.92M Sell
25,149
-1,320
-5% -$199K 1.26% 20
2023
Q4 		$3.8M Buy
26,469
+1,848
+8% +$245K 1.25% 20
2023
Q3 		$3.03M Sell
24,621
-218
-0.9% -$28K 1.08% 24
2023
Q2 		$3.24M Sell
24,839
-30
-0.1% -$3.56K 1.14% 21
2023
Q1 		$2.83M Sell
24,869
-100
-0.4% -$10.5K 1.03% 25
2022
Q4 		$2.36M Hold
24,969
– – 0.86% 30
2022
Q3 		$2.27M Sell
24,969
-100
-0.4% -$10.4K 0.91% 29
2022
Q2 		$2.42M Sell
25,069
-125
-0.5% -$13.3K 0.92% 30
2022
Q1 		$3.1M Buy
25,194
+1,200
+5% +$146K 1% 25
2021
Q4 		$3.25M Sell
23,994
-100
-0.4% -$13K 0.9% 27
2021
Q3 		$2.86M Sell
24,094
-500
-2% -$61.2K 0.85% 32
2021
Q2 		$2.9M Buy
24,594
+85
+0.3% +$9.47K 0.84% 31
2021
Q1 		$2.6M Sell
24,509
-125
-0.5% -$13.3K 0.8% 34
2020
Q4 		$2.57M Buy
24,634
+2,285
+10% +$222K 0.86% 30
2020
Q3 		$2.06M Sell
22,349
-75
-0.3% -$6.67K 0.77% 35
2020
Q2 		$1.84M Buy
22,424
+1,795
+9% +$132K 0.72% 37
2020
Q1 		$1.29M Buy
20,629
+45
+0.2% +$3.23K 0.58% 44
2019
Q4 		$1.49M Hold
20,584
– – 0.54% 46
2019
Q3 		$1.31M Buy
20,584
+3,342
+19% +$213K 0.51% 54
2019
Q2 		$1.07M Buy
17,242
+95
+0.6% +$5.79K 0.42% 59
2019
Q1 		$1.02M Sell
17,147
-175
-1% -$9.61K 0.41% 64
2018
Q4 		$853K Sell
17,322
-400
-2% -$21.5K 0.39% 68
2018
Q3 		$1.07M Sell
17,722
-230
-1% -$13.5K 0.41% 63
2018
Q2 		$992K Sell
17,952
-310
-2% -$16.9K 0.41% 64
2018
Q1 		$947K Buy
18,262
+37
+0.2% +$1.96K 0.4% 62
2017
Q4 		$911K Buy
18,225
+20
+0.1% +$985 0.38% 65
2017
Q3 		$840K Buy
18,205
+305
+2% +$13.7K 0.37% 68
2017
Q2 		$765K Sell
17,900
-450
-2% -$19.2K 0.36% 69
2017
Q1 		$755K Buy
18,350
+500
+3% +$19.8K 0.37% 68
2016
Q4 		$659K Buy
17,850
+1,025
+6% +$37.5K 0.34% 72
2016
Q3 		$615K Buy
16,825
+2,400
+17% +$84.3K 0.34% 71
2016
Q2 		$467K Buy
14,425
+7,025
+95% +$229K 0.27% 81
2016
Q1 		$246K Hold
7,400
– – 0.15% 118
2015
Q4 		$243K Hold
7,400
– – 0.16% 116
2015
Q3 		$224K Hold
7,400
– – 0.15% 119
2015
Q2 		$237K Hold
7,400
– – 0.15% 120
2015
Q1 		$237K Hold
7,400
– – 0.15% 124
2014
Q4 		$235K Hold
7,400
– – 0.15% 123
2014
Q3 		$223K Buy
+7,400
New +$222K 0.15% 116

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Court Place Advisors's FTEC Position: Q3 2025 in Review

Court Place Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.06% in Q3 2025, buying an estimated $4.16K and bringing the position to 30,839 shares worth $6.85M. The position accounts for 2.06% of the portfolio, ranked #11.

Court Place Advisors first reported a position in FTEC in Q3 2014 and has held it in 45 quarters since. 563 funds tracked by Wall St. Rank hold FTEC as of Q3 2025.

  • Court Place Advisors held 30,839 shares of Fidelity MSCI Information Technology Index ETF worth $6.85M as of Q3 2025.
  • Court Place Advisors bought 20 Fidelity MSCI Information Technology Index ETF shares in Q3 2025, an estimated $4.16K.
  • Fidelity MSCI Information Technology Index ETF made up 2.06% of Court Place Advisors's portfolio in Q3 2025, its #11 holding.
  • Court Place Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2014 and has held it in 45 quarters since.
  • 563 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.