Atlas Capital Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Atlas Capital Advisors’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	$12.1M	Sell	42,428 -960	-2%	-$251K	1.33%	9
2026 Q1	$9.03M	Sell	43,388 -1,843	-4%	-$405K	1.03%	24
2025 Q4	$10.2M	Buy	+45,231	New	+$10.2M	1.13%	18
2025 Q2	$9.09M	Sell	46,079 -7,729	-14%	-$1.34M	1.11%	18
2025 Q1	$8.68M	Sell	53,808 -4,758	-8%	-$853K	1.08%	22
2024 Q4	$10.8M	Sell	58,566 -555	-0.9%	-$101K	1.37%	11
2024 Q3	$10.3M	Buy	59,121 +1,713	+3%	+$290K	1.57%	11
2024 Q2	$9.85M	Buy	57,408 +1,523	+3%	+$241K	1.28%	15
2024 Q1	$8.71M	Buy	55,885 +5,690	+11%	+$857K	1.36%	16
2023 Q4	$7.21M	Sell	50,195 -235	-0.5%	-$31.1K	1.04%	23
2023 Q3	$6.2M	Buy	50,430 +3,136	+7%	+$403K	1.02%	25
2023 Q2	$6.18M	Sell	47,294 -9,405	-17%	-$1.12M	0.94%	24
2023 Q1	$6.46M	Buy	56,699 +4,360	+8%	+$456K	1.02%	24
2022 Q4	$4.95M	Sell	52,339 -8,922	-15%	-$862K	0.83%	31
2022 Q3	$5.57M	Buy	61,261 +14,548	+31%	+$1.51M	1.01%	25
2022 Q2	$4.51M	Sell	46,713 -27,013	-37%	-$2.88M	0.76%	29
2022 Q1	$9.07M	Sell	73,726 -27,419	-27%	-$3.33M	1.41%	18
2021 Q4	$13.7M	Buy	101,145 +16,110	+19%	+$2.09M	2.04%	9
2021 Q3	$10.1M	Buy	85,035 +38,136	+81%	+$4.67M	1.62%	11
2021 Q2	$5.52M	Buy	46,899 +9,215	+24%	+$1.03M	0.93%	24
2021 Q1	$3.99M	Sell	37,684 -12,527	-25%	-$1.33M	0.78%	30
2020 Q4	$5.25M	Buy	50,211 +5,291	+12%	+$514K	1.1%	18
2020 Q3	$4.14M	Buy	44,920 +1,432	+3%	+$127K	0.98%	21
2020 Q2	$3.58M	Buy	43,488 +16,760	+63%	+$1.24M	0.84%	23
2020 Q1	$1.68M	Buy	26,728 +5,071	+23%	+$364K	0.5%	41
2019 Q4	$1.57M	Buy	21,657 +13,729	+173%	+$930K	0.39%	64
2019 Q3	$506K	Buy	+7,928	New	+$505K	0.15%	185

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

Atlas Capital Advisors's FTEC Position: Q2 2026 in Review

Atlas Capital Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.2% in Q2 2026, selling an estimated $251K and leaving 42,428 shares worth $12.1M. The position accounts for 1.33% of the portfolio, ranked #9.

Atlas Capital Advisors first reported a position in FTEC in Q3 2019 and has held it in 27 quarters since. The position peaked at $13.7M in Q4 2021. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Atlas Capital Advisors held 42,428 shares of Fidelity MSCI Information Technology Index ETF worth $12.1M as of Q2 2026.
Atlas Capital Advisors sold 960 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $251K.
Fidelity MSCI Information Technology Index ETF made up 1.33% of Atlas Capital Advisors's portfolio in Q2 2026, its #9 holding.
Atlas Capital Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2019 and has held it in 27 quarters since.
Atlas Capital Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $13.7M in Q4 2021.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.