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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
Q3 		$10.7M Sell
35,643
-10,504
-23% -$2.98M 0.29% 86
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

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's FTEC Position: Q3 2026 in Review

CX Institutional reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 23% in Q3 2026, selling an estimated $2.98M and leaving 35,643 shares worth $10.7M. The position accounts for 0.29% of the portfolio, ranked #86.

CX Institutional first reported a position in FTEC in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.2M in Q2 2026. 23 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • CX Institutional held 35,643 shares of Fidelity MSCI Information Technology Index ETF worth $10.7M as of Q3 2026.
  • CX Institutional sold 10,504 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $2.98M.
  • Fidelity MSCI Information Technology Index ETF made up 0.29% of CX Institutional's portfolio in Q3 2026, its #86 holding.
  • CX Institutional first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 12 quarters since.
  • CX Institutional's Fidelity MSCI Information Technology Index ETF position peaked at $13.2M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.