CVA Family Office’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

CVA Family Office’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	$2.68M	Buy	9,372 +1,439	+18%	+$376K	0.24%	65
2026 Q1	$1.65M	Buy	7,933 +7,490	+1,691%	+$1.65M	0.17%	77
2025 Q4	$99.5K	Hold	443	–	–	0.01%	419
2025 Q3	$98.4K	Hold	443	–	–	0.01%	419
2025 Q2	$87.4K	Sell	443 -125	-22%	-$21.6K	0.01%	428
2025 Q1	$91.6K	Hold	568	–	–	0.01%	402
2024 Q4	$105K	Hold	568	–	–	0.02%	381
2024 Q3	$99.1K	Hold	568	–	–	0.02%	371
2024 Q2	$97.4K	Hold	568	–	–	0.02%	359
2024 Q1	$88.5K	Hold	568	–	–	0.02%	383
2023 Q4	$81.6K	Buy	+568	New	+$75.2K	0.02%	369
2023 Q3	–	Sell	-580	Closed	-$75.8K	–	510
2023 Q2	$75.8K	Hold	580	–	–	0.02%	355
2023 Q1	$66.1K	Hold	580	–	–	0.01%	382
2022 Q4	$54.8K	Hold	580	–	–	0.01%	394
2022 Q3	$53K	Hold	580	–	–	0.01%	349
2022 Q2	$56K	Hold	580	–	–	0.02%	340
2022 Q1	$71K	Hold	580	–	–	0.02%	324
2021 Q4	$79K	Sell	580 -1,050	-64%	-$136K	0.02%	281
2021 Q3	$150K	Buy	1,630 +1,050	+181%	+$129K	0.11%	98
2021 Q2	$68K	Sell	580 -1,050	-64%	-$117K	0.02%	308
2021 Q1	$173K	Hold	1,630	–	–	0.07%	130
2020 Q4	$170K	Hold	1,630	–	–	0.1%	102
2020 Q3	$150K	Hold	1,630	–	–	0.11%	98
2020 Q2	$134K	Hold	1,630	–	–	0.11%	98
2020 Q1	$102K	Buy	+1,630	New	+$117K	0.1%	102

Other funds holding FTEC

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

CVA Family Office's FTEC Position: Q2 2026 in Review

CVA Family Office increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 18% in Q2 2026, buying an estimated $376K and bringing the position to 9,372 shares worth $2.68M. The position accounts for 0.24% of the portfolio, ranked #65.

CVA Family Office first reported a position in FTEC in Q1 2020 and has held it in 25 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

CVA Family Office held 9,372 shares of Fidelity MSCI Information Technology Index ETF worth $2.68M as of Q2 2026.
CVA Family Office bought 1,439 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $376K.
Fidelity MSCI Information Technology Index ETF made up 0.24% of CVA Family Office's portfolio in Q2 2026, its #65 holding.
CVA Family Office first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and has held it in 25 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.