Capital Analysts LLC’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Capital Analysts 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
2026 Q1	–	Sell	-150	Closed	-$34K	–	1555
2025 Q4	$34K	Sell	150 -143	-49%	-$32.4K	﹤0.01%	1000
2025 Q3	$65K	Buy	+293	New	+$60.9K	﹤0.01%	829
2023 Q4	–	Sell	-57	Closed	-$7K	–	1142
2023 Q3	$7K	Buy	+57	New	+$7.33K	﹤0.01%	933

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Analysts LLC's FTEC Position: Q1 2026 in Review

Capital Analysts LLC sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2026, closing a stake of 150 shares — an estimated $34K sold.

Capital Analysts LLC first reported a position in FTEC in Q3 2023 and held it in 3 quarters. The position peaked at $65K in Q3 2025. 610 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

Capital Analysts LLC reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2026 after selling out during the quarter.
Capital Analysts LLC sold 150 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $34K.
Capital Analysts LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2023 and held it in 3 quarters.
Capital Analysts LLC's Fidelity MSCI Information Technology Index ETF position peaked at $65K in Q3 2025.
610 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.