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

Capital Investment 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
Q1 		$410K Sell
1,971
-1,491
-43% -$328K 0.01% 529
2025
Q4 		$778K Buy
+3,462
New +$784K 0.01% 387
2021
Q1 		– Sell
-2,104
Closed -$220K – 559
2020
Q4 		$220K Buy
+2,104
New +$205K 0.01% 478

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors's FTEC Position: Q1 2026 in Review

Capital Investment Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 43% in Q1 2026, selling an estimated $328K and leaving 1,971 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #529.

Capital Investment Advisors first reported a position in FTEC in Q4 2020 and has held it in 3 quarters since. The position peaked at $778K in Q4 2025. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Capital Investment Advisors held 1,971 shares of Fidelity MSCI Information Technology Index ETF worth $410K as of Q1 2026.
  • Capital Investment Advisors sold 1,491 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $328K.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #529 holding.
  • Capital Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 3 quarters since.
  • Capital Investment Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $778K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.