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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
Q2 		$9.55M 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 		$9.93M 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

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Crumly & Associates's FTEC Position: Q2 2026 in Review

Crumly & Associates reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.4% in Q2 2026, selling an estimated $214K and leaving 33,452 shares worth $9.55M. The position accounts for 1.83% of the portfolio, ranked #18.

Crumly & Associates first reported a position in FTEC in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.3M in Q2 2024. 109 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Crumly & Associates held 33,452 shares of Fidelity MSCI Information Technology Index ETF worth $9.55M as of Q2 2026.
  • Crumly & Associates sold 820 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $214K.
  • Fidelity MSCI Information Technology Index ETF made up 1.83% of Crumly & Associates's portfolio in Q2 2026, its #18 holding.
  • Crumly & Associates first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and has held it in 27 quarters since.
  • Crumly & Associates's Fidelity MSCI Information Technology Index ETF position peaked at $12.3M in Q2 2024.
  • 109 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.