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

Capital Investment Advisory Services’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
2025 Q1	–	Sell	-50	Closed	-$9.24K	–	1011
2024 Q4	$9.24K	Hold	50	–	–	﹤0.01%	816
2024 Q3	$8.72K	Sell	50 -146	-74%	-$24.7K	﹤0.01%	866
2024 Q2	$33.6K	Hold	196	–	–	﹤0.01%	711
2024 Q1	$30.5K	Sell	196 -37	-16%	-$5.57K	﹤0.01%	718
2023 Q4	$33.5K	Buy	233 +37	+19%	+$4.9K	﹤0.01%	717
2023 Q3	$24.1K	Buy	+196	New	+$25.2K	﹤0.01%	714
2021 Q3	–	Sell	-2,027	Closed	-$239K	–	777
2021 Q2	$239K	Sell	2,027 -4	-0.2%	-$446	0.03%	412
2021 Q1	$215K	Hold	2,031	–	–	0.03%	404
2020 Q4	$212K	Hold	2,031	–	–	0.03%	404
2020 Q3	$187K	Sell	2,031 -143	-7%	-$12.7K	0.04%	371
2020 Q2	$179K	Sell	2,174 -421	-16%	-$31K	0.04%	322
2020 Q1	$163K	Buy	+2,595	New	+$186K	0.04%	301

Other funds holding FTEC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RBA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 22.9% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Capital Investment Advisory Services's FTEC Position: Q1 2025 in Review

Capital Investment Advisory Services sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2025, closing a stake of 50 shares — an estimated $9.24K sold.

Capital Investment Advisory Services first reported a position in FTEC in Q1 2020 and held it in 12 quarters. The position peaked at $239K in Q2 2021. 508 funds tracked by Wall St. Rank hold FTEC as of Q1 2025.

Capital Investment Advisory Services reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 50 Fidelity MSCI Information Technology Index ETF shares in Q1 2025, an estimated $9.24K.
Capital Investment Advisory Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and held it in 12 quarters.
Capital Investment Advisory Services's Fidelity MSCI Information Technology Index ETF position peaked at $239K in Q2 2021.
508 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2025.

Based on Capital Investment Advisory Services's 13F filing for Q1 2025, filed 29 Apr 2025.