Creekmur Asset Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Creekmur Asset 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
2025 Q3	$504K	Sell	2,270 -266	-10%	-$55.3K	0.08%	125
2025 Q2	$500K	Sell	2,536 -133	-5%	-$23K	0.09%	131
2025 Q1	$430K	Buy	2,669 +2	+0.1%	+$359	0.09%	127
2024 Q4	$493K	Sell	2,667 -39	-1%	-$7.13K	0.11%	75
2024 Q3	$472K	Sell	2,706 -150	-5%	-$25.4K	0.11%	75
2024 Q2	$490K	Sell	2,856 -1,200	-30%	-$190K	0.13%	73
2024 Q1	$632K	Sell	4,056 -7,047	-63%	-$1.06M	0.22%	55
2023 Q4	$1.59M	Buy	+11,103	New	+$1.47M	0.5%	32

Other funds holding FTEC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Creekmur Asset Management's FTEC Position: Q3 2025 in Review

Creekmur Asset Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 10% in Q3 2025, selling an estimated $55.3K and leaving 2,270 shares worth $504K. The position accounts for 0.08% of the portfolio, ranked #125.

Creekmur Asset Management first reported a position in FTEC in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.59M in Q4 2023. 564 funds tracked by Wall St. Rank hold FTEC as of Q3 2025.

Creekmur Asset Management held 2,270 shares of Fidelity MSCI Information Technology Index ETF worth $504K as of Q3 2025.
Creekmur Asset Management sold 266 Fidelity MSCI Information Technology Index ETF shares in Q3 2025, an estimated $55.3K.
Fidelity MSCI Information Technology Index ETF made up 0.08% of Creekmur Asset Management's portfolio in Q3 2025, its #125 holding.
Creekmur Asset Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Fidelity MSCI Information Technology Index ETF position peaked at $1.59M in Q4 2023.
564 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.