VICUS CAPITAL FTEC — FIDELITY MSCI INFORMATION TECH IDX

Ownership history in VICUS CAPITAL  ·  47 quarters on record

AI Ownership Summary

VICUS CAPITAL reported FIDELITY MSCI INFORMATION TECH IDX (FTEC) in 47 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.9% in 2025 Q4. The latest visible filing shows FTEC at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FTEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VICUS CAPITAL's position in FIDELITY MSCI INFORMATION TECH IDX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FTEC was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.9% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTEC stock page VICUS CAPITAL fund profile VICUS CAPITAL full holdings
How VICUS CAPITAL held FTEC — position size vs. price
% of Fund (quarterly)    FTEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,883 -108,766 -96.6% 0.06% $808K 2026-04-22 $245.86
2025 Q4 ADDED — — — 112,649 +108,577 +2666.4% 1.90% $25.3M 2026-01-22 $224.69
2025 Q3 ADDED — — — 4,072 +1,512 +59.1% 0.07% $905K 2025-10-24 $230.09
2025 Q2 REDUCED — — — 2,560 -26 -1.0% 0.04% $505K 2025-07-18 $203.26
2025 Q1 REDUCED 97.7% +22.4% ❌ 2,586 -111,659 -97.7% 0.04% $417K 2025-04-17 $149.57
2024 Q4 ADDED — — — 114,245 +3,661 +3.3% 1.88% $21.1M 2025-01-30 $183.36
2024 Q3 REDUCED 6.1% +7.1% ❌ 110,584 -7,150 -6.1% 1.71% $19.3M 2024-10-21 $179.19
2024 Q2 REDUCED — — — 117,734 -1,399 -1.2% 1.83% $20.2M 2024-07-23 $171.93
2024 Q1 ADDED — — — 119,133 +104 +0.1% 1.69% $18.6M 2024-04-17 $146.36
2023 Q4 REDUCED 12.8% +8.7% ❌ 119,029 -17,454 -12.8% 1.73% $17.1M 2024-02-01 $146.95
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FTEC

As of 2026 Q1 — sorted by position size

Yoder Wealth Management, Inc. 9.3% Mowery & Schoenfeld Wealth Management, LLC 6.34% Fischer Financial Services, Inc. 6.17% Portfolio Strategies, Inc. 3Y 7Y 5.96% High Point Wealth Management, LLC 5.77% KDK Private Wealth Management, LLC 5.35% PRIMORIS WEALTH ADVISORS, LLC 3Y 5.31% Independence Financial Advisors, LLC 4.67% Eaton Financial Holdings Company, LLC 3Y 4.39% Armor Investment Advisors, LLC 3Y 7Y 4.28%

FAQ About VICUS CAPITAL and FTEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has VICUS CAPITAL reported owning FTEC?

VICUS CAPITAL reported FTEC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FTEC position in VICUS CAPITAL's portfolio?

The largest reported portfolio weight for FTEC was 1.90% in 2025 Q4.

What is the latest reported FTEC position on this page?

The most recent filing on this page is 2026 Q1, when VICUS CAPITAL reported 3,883 shares, equal to 0.06% of portfolio, with an estimated market value of $808K.

What does the chart on this FTEC ownership page compare?

The chart compares VICUS CAPITAL's quarterly FTEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VICUS CAPITAL time their FTEC position?

Based on 13F filing dates vs. subsequent FTEC price moves, VICUS CAPITAL correctly timed 18 out of 46 reported position changes (39%). The annualised alpha on FTEC relative to SPY over the holding period was +6.5%.

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