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

Capital Advisors Inc’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 		$449K Sell
1,571
-405
-20% -$106K 0.01% 251
2026
Q1 		$411K Buy
1,976
+109
+6% +$23.9K 0.01% 252
2025
Q4 		$420K Buy
1,867
+296
+19% +$67.1K 0.01% 228
2025
Q3 		$349K Hold
1,571
– – 0.01% 239
2025
Q2 		$310K Sell
1,571
-478
-23% -$82.7K 0.01% 256
2025
Q1 		$330K Buy
2,049
+116
+6% +$20.8K 0.01% 240
2024
Q4 		$357K Hold
1,933
– – 0.01% 227
2024
Q3 		$337K Buy
1,933
+74
+4% +$12.5K 0.01% 236
2024
Q2 		$319K Buy
1,859
+364
+24% +$57.5K 0.01% 240
2024
Q1 		$233K Buy
+1,495
New +$225K 0.01% 279

Other funds holding FTEC

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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

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

Capital Advisors Inc reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 20% in Q2 2026, selling an estimated $106K and leaving 1,571 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #251.

Capital Advisors Inc first reported a position in FTEC in Q1 2024 and has held it in 10 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Capital Advisors Inc held 1,571 shares of Fidelity MSCI Information Technology Index ETF worth $449K as of Q2 2026.
  • Capital Advisors Inc sold 405 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $106K.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #251 holding.
  • Capital Advisors Inc first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.