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 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%	+$1.35K	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	$9.68M	Buy	+105,132	New	+$9.36M	4.49%	2

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

Fulcrum Equity Management's FTEC Position: Q2 2026 in Review

Fulcrum Equity Management opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 1,147 shares worth $328K. The stake represents 0.24% of the portfolio and ranks #98 among its holdings. This is a return to the name: Fulcrum Equity Management previously reported a position in FTEC as recently as Q4 2025.

Fulcrum Equity Management first reported a position in FTEC in Q3 2020 and has held it in 14 quarters since. The position peaked at $11.2M in Q4 2020. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Fulcrum Equity Management held 1,147 shares of Fidelity MSCI Information Technology Index ETF worth $328K as of Q2 2026.
Fidelity MSCI Information Technology Index ETF was a new Fulcrum Equity Management position in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.24% of Fulcrum Equity Management's portfolio in Q2 2026, its #98 holding.
Fulcrum Equity Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2020 and has held it in 14 quarters since.
Fulcrum Equity Management's Fidelity MSCI Information Technology Index ETF position peaked at $11.2M in Q4 2020.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.