CX Institutional’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

CX Institutional’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	$13.2M	Buy	46,147 +7,119	+18%	+$1.86M	0.38%	53
2026 Q1	$8.12M	Buy	39,028 +6,761	+21%	+$1.49M	0.25%	94
2025 Q4	$7.25M	Buy	32,267 +2,853	+10%	+$646K	0.22%	125
2025 Q3	$6.54M	Sell	29,414 -3,594	-11%	-$747K	0.2%	122
2025 Q2	$6.51M	Buy	33,008 +5,760	+21%	+$997K	0.23%	102
2025 Q1	$4.39M	Buy	27,248 +6,189	+29%	+$1.11M	0.17%	130
2024 Q4	$3.89M	Buy	21,059 +5,923	+39%	+$1.08M	0.15%	141
2024 Q3	$2.64M	Sell	15,136 -949	-6%	-$160K	0.12%	179
2024 Q2	$2.76M	Buy	16,085 +1,406	+10%	+$222K	0.13%	172
2024 Q1	$2.29M	Buy	14,679 +21	+0.1%	+$3.16K	0.11%	187
2023 Q4	$2.11M	Buy	+14,658	New	+$1.94M	0.11%	192

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

CX Institutional's FTEC Position: Q2 2026 in Review

CX Institutional increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 18% in Q2 2026, buying an estimated $1.86M and bringing the position to 46,147 shares worth $13.2M. The position accounts for 0.38% of the portfolio, ranked #53.

CX Institutional first reported a position in FTEC in Q4 2023 and has held it in 11 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

CX Institutional held 46,147 shares of Fidelity MSCI Information Technology Index ETF worth $13.2M as of Q2 2026.
CX Institutional bought 7,119 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $1.86M.
Fidelity MSCI Information Technology Index ETF made up 0.38% of CX Institutional's portfolio in Q2 2026, its #53 holding.
CX Institutional first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 11 quarters since.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.