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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
Q2 		$548K Sell
1,918
-53
-3% -$13.9K 0.01% 497
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 $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 22.9% 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 Investment Advisors's FTEC Position: Q2 2026 in Review

Capital Investment Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.7% in Q2 2026, selling an estimated $13.9K and leaving 1,918 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #497.

Capital Investment Advisors first reported a position in FTEC in Q4 2020 and has held it in 4 quarters since. The position peaked at $778K in Q4 2025. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Capital Investment Advisors held 1,918 shares of Fidelity MSCI Information Technology Index ETF worth $548K as of Q2 2026.
  • Capital Investment Advisors sold 53 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $13.9K.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #497 holding.
  • Capital Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 4 quarters since.
  • Capital Investment Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $778K in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.