Crumly & Associates’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Crumly & Associates’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	$10M	Sell	33,360 -92	-0.3%	-$26.1K	1.78%	19
2026 Q2	$9.6M	Sell	33,452 -820	-2%	-$214K	1.83%	18
2026 Q1	$7.13M	Sell	34,272 -120	-0.3%	-$26.4K	1.5%	22
2025 Q4	$7.73M	Buy	34,392 +467	+1%	+$106K	1.62%	17
2025 Q3	$7.54M	Buy	33,925 +347	+1%	+$72.2K	1.65%	18
2025 Q2	$6.62M	Sell	33,578 -6,695	-17%	-$1.16M	1.61%	21
2025 Q1	$6.49M	Sell	40,273 -704	-2%	-$126K	1.79%	16
2024 Q4	$7.58M	Sell	40,977 -687	-2%	-$126K	2.06%	16
2024 Q3	$7.27M	Sell	41,664 -29,881	-42%	-$5.05M	2.01%	16
2024 Q2	$12.3M	Sell	71,545 -1,519	-2%	-$240K	3.53%	7
2024 Q1	$11.4M	Buy	73,064 +274	+0.4%	+$41.3K	2.99%	9
2023 Q4	$10.5M	Buy	72,790 +48,485	+199%	+$6.42M	3.04%	7
2023 Q3	$2.99M	Buy	24,305 +3,019	+14%	+$388K	1.17%	28
2023 Q2	$2.78M	Buy	21,286 +1,727	+9%	+$205K	1.11%	30
2023 Q1	$2.23M	Buy	19,559 +4,985	+34%	+$521K	0.97%	32
2022 Q4	$1.38M	Buy	14,574 +1,907	+15%	+$184K	0.52%	30
2022 Q3	$1.15M	Buy	12,667 +2,292	+22%	+$238K	0.48%	35
2022 Q2	$1M	Sell	10,375 -6,774	-40%	-$722K	0.42%	38
2022 Q1	$2.11M	Sell	17,149 -777	-4%	-$94.3K	0.79%	28
2021 Q4	$2.19M	Sell	17,926 -13,079	-42%	-$1.7M	0.86%	28
2021 Q3	$3.68M	Sell	31,005 -1,235	-4%	-$151K	1.71%	18
2021 Q2	$3.8M	Sell	32,240 -3,444	-10%	-$384K	1.84%	19
2021 Q1	$3.78M	Sell	35,684 -20,837	-37%	-$2.21M	2.21%	16
2020 Q4	$6.08M	Sell	56,521 -51,302	-48%	-$4.99M	4.27%	9
2020 Q3	$9.9M	Sell	107,823 -34,156	-24%	-$3.04M	8.48%	3
2020 Q2	$11.7M	Buy	141,979 +56,624	+66%	+$4.18M	10.94%	2
2020 Q1	$5.35M	Buy	85,355 +64,406	+307%	+$4.62M	6.57%	5
2019 Q4	$1.52M	Buy	+20,949	New	+$1.42M	1.57%	17

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

Crumly & Associates's FTEC Position: Q3 2026 in Review

Crumly & Associates reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.28% in Q3 2026, selling an estimated $26.1K and leaving 33,360 shares worth $10M. The position accounts for 1.78% of the portfolio, ranked #19.

Crumly & Associates first reported a position in FTEC in Q4 2019 and has held it in 28 quarters since. The position peaked at $12.3M in Q2 2024. 191 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Crumly & Associates held 33,360 shares of Fidelity MSCI Information Technology Index ETF worth $10M as of Q3 2026.
Crumly & Associates sold 92 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $26.1K.
Fidelity MSCI Information Technology Index ETF made up 1.78% of Crumly & Associates's portfolio in Q3 2026, its #19 holding.
Crumly & Associates first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and has held it in 28 quarters since.
Crumly & Associates's Fidelity MSCI Information Technology Index ETF position peaked at $12.3M in Q2 2024.
191 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.