SXL
FTEC icon

Summit X LLC’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Summit X LLC’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
2025
Q3 		– Sell
-10,526
Closed -$2.08M – 87
2025
Q2 		$2.08M Buy
10,526
+81
+0.8% +$14K 0.39% 55
2025
Q1 		$1.68M Sell
10,445
-97
-0.9% -$17.4K 0.35% 56
2024
Q4 		$1.95M Buy
10,542
+310
+3% +$56.7K 0.43% 46
2024
Q3 		$1.76M Sell
10,232
-266
-3% -$45K 0.43% 45
2024
Q2 		$1.8M Sell
10,498
-65
-0.6% -$10.3K 0.4% 49
2024
Q1 		$1.65M Buy
10,563
+255
+2% +$38.4K 0.42% 49
2023
Q4 		$1.48M Sell
10,308
-73
-0.7% -$9.67K 0.42% 48
2023
Q3 		$1.28M Sell
10,381
-163
-2% -$21K 0.41% 49
2023
Q2 		$1.38M Buy
10,544
+728
+7% +$86.4K 0.33% 56
2023
Q1 		$1.12M Sell
9,816
-9,858
-50% -$1.03M 0.29% 67
2022
Q4 		$1.9M Buy
19,674
+3,714
+23% +$359K 0.55% 39
2022
Q3 		$1.45M Sell
15,960
-3,726
-19% -$388K 0.43% 53
2022
Q2 		$1.9M Buy
19,686
+542
+3% +$57.8K 0.55% 39
2022
Q1 		$2.34M Sell
19,144
-8,437
-31% -$1.02M 0.57% 35
2021
Q4 		$3.72M Buy
27,581
+1,355
+5% +$176K 0.87% 27
2021
Q3 		$3.11M Buy
26,226
+2,294
+10% +$281K 0.78% 28
2021
Q2 		$2.82M Buy
23,932
+2,318
+11% +$258K 0.71% 31
2021
Q1 		$2.3M Buy
21,614
+5,031
+30% +$535K 0.63% 37
2020
Q4 		$1.73M Buy
+16,583
New +$1.61M 0.51% 46
2020
Q2 		$631K Buy
7,668
+321
+4% +$23.7K 0.23% 101
2020
Q1 		$461K Buy
7,347
+1,100
+18% +$78.9K 0.22% 108
2019
Q4 		$451K Buy
6,247
+682
+12% +$46.2K 0.17% 141
2019
Q3 		$353K Sell
5,565
-719
-11% -$45.8K 0.14% 170
2019
Q2 		$389K Sell
6,284
-69,050
-92% -$4.21M 0.16% 158
2019
Q1 		$4.48M Buy
75,334
+5,420
+8% +$298K 1.92% 7
2018
Q4 		$3.44M Buy
69,914
+15,402
+28% +$827K 1.99% 9
2018
Q3 		$3.3M Buy
54,512
+50,560
+1,279% +$2.96M 1.62% 13
2018
Q2 		$220K Buy
+3,952
New +$216K 0.12% 185

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Summit X LLC's FTEC Position: Q3 2025 in Review

Summit X LLC sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2025, closing a stake of 10,526 shares — an estimated $2.08M sold.

Summit X LLC first reported a position in FTEC in Q2 2018 and held it in 28 quarters. The position peaked at $4.48M in Q1 2019. 564 funds tracked by Wall St. Rank hold FTEC as of Q3 2025.

  • Summit X LLC reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 10,526 Fidelity MSCI Information Technology Index ETF shares in Q3 2025, an estimated $2.08M.
  • Summit X LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2018 and held it in 28 quarters.
  • Summit X LLC's Fidelity MSCI Information Technology Index ETF position peaked at $4.48M in Q1 2019.
  • 564 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.