Fulcrum Equity Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Fulcrum Equity Management’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	$260K	Sell	866 -281	-24%	-$79.7K	0.21%	109
2026 Q2	$328K	Buy	+1,147	New	+$300K	0.24%	98
2026 Q1	–	Sell	-3,547	Closed	-$797K	–	133
2025 Q4	$797K	Buy	3,547 +1,588	+81%	+$360K	0.76%	34
2025 Q3	$435K	Buy	1,959 +135	+7%	+$28.1K	0.44%	54
2025 Q2	$360K	Buy	+1,824	New	+$316K	0.37%	64
2024 Q4	–	Sell	-1,925	Closed	-$336K	–	128
2024 Q3	$336K	Sell	1,925 -2	-0.1%	-$338	0.28%	106
2024 Q2	$331K	Sell	1,927 -2,086	-52%	-$330K	0.3%	97
2024 Q1	$625K	Buy	4,013 +9	+0.2%	+$1.36K	0.74%	46
2023 Q4	$575K	Buy	+4,004	New	+$530K	0.71%	34
2023 Q3	–	Sell	-5,186	Closed	-$677K	–	102
2023 Q2	$677K	Buy	5,186 +714	+16%	+$84.8K	0.79%	33
2023 Q1	$510K	Buy	+4,472	New	+$468K	0.48%	55
2022 Q1	–	Sell	-29,512	Closed	-$4M	–	142
2021 Q4	$4M	Buy	+29,512	New	+$3.83M	1.49%	21
2021 Q2	–	Sell	-58,839	Closed	-$6.23M	–	199
2021 Q1	$6.23M	Sell	58,839 -48,514	-45%	-$5.16M	2.46%	4
2020 Q4	$11.2M	Buy	107,353 +2,221	+2%	+$216K	4.48%	2
2020 Q3	$9.7M	Buy	+105,132	New	+$9.36M	4.49%	2

Other funds holding FTEC

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Fulcrum Equity Management's FTEC Position: Q3 2026 in Review

Fulcrum Equity Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 24% in Q3 2026, selling an estimated $79.7K and leaving 866 shares worth $260K. The position accounts for 0.21% of the portfolio, ranked #109.

Fulcrum Equity Management first reported a position in FTEC in Q3 2020 and has held it in 15 quarters since. The position peaked at $11.2M in Q4 2020. 485 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Fulcrum Equity Management held 866 shares of Fidelity MSCI Information Technology Index ETF worth $260K as of Q3 2026.
Fulcrum Equity Management sold 281 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $79.7K.
Fidelity MSCI Information Technology Index ETF made up 0.21% of Fulcrum Equity Management's portfolio in Q3 2026, its #109 holding.
Fulcrum Equity Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and has held it in 15 quarters since.
Fulcrum Equity Management's Fidelity MSCI Information Technology Index ETF position peaked at $11.2M in Q4 2020.
485 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.