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

Capital Planning’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 		$7.53M Sell
26,350
-1,300
-5% -$340K 2.19% 16
2026
Q1 		$5.75M Buy
27,650
+3,998
+17% +$878K 1.87% 17
2025
Q4 		$5.33M Buy
23,652
+177
+0.8% +$40.1K 1.49% 21
2025
Q3 		$5.22M Buy
23,475
+294
+1% +$61.1K 1.52% 20
2025
Q2 		$4.57M Buy
23,181
+160
+0.7% +$27.7K 1.44% 21
2025
Q1 		$3.71M Buy
23,021
+291
+1% +$52.2K 1.04% 26
2024
Q4 		$4.2M Buy
22,730
+1,998
+10% +$365K 1.1% 23
2024
Q3 		$3.62M Buy
20,732
+909
+5% +$154K 1.01% 24
2024
Q2 		$3.4M Buy
19,823
+6,142
+45% +$971K 1.02% 25
2024
Q1 		$2.13M Buy
13,681
+1,319
+11% +$199K 0.7% 27
2023
Q4 		$1.78M Buy
12,362
+3,813
+45% +$505K 0.63% 31
2023
Q3 		$1.05M Buy
8,549
+671
+9% +$86.3K 0.41% 42
2023
Q2 		$1.03M Buy
7,878
+1,296
+20% +$154K 0.4% 42
2023
Q1 		$750K Buy
6,582
+431
+7% +$45.1K 0.31% 45
2022
Q4 		$581K Buy
6,151
+1,522
+33% +$147K 0.26% 55
2022
Q3 		$421K Buy
4,629
+1,011
+28% +$105K 0.24% 42
2022
Q2 		$349K Buy
3,618
+102
+3% +$10.9K 0.19% 50
2022
Q1 		$433K Sell
3,516
-2,157
-38% -$262K 0.17% 49
2021
Q4 		$768K Sell
5,673
-4
-0.1% -$519 0.28% 43
2021
Q3 		$673K Buy
5,677
+41
+0.7% +$5.02K 0.27% 42
2021
Q2 		$664K Buy
5,636
+1,533
+37% +$171K 0.28% 42
2021
Q1 		$434K Buy
4,103
+110
+3% +$11.7K 0.19% 49
2020
Q4 		$417K Buy
+3,993
New +$388K 0.2% 53

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 Planning's FTEC Position: Q2 2026 in Review

Capital Planning reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.7% in Q2 2026, selling an estimated $340K and leaving 26,350 shares worth $7.53M. The position accounts for 2.19% of the portfolio, ranked #16.

Capital Planning first reported a position in FTEC in Q4 2020 and has held it in 23 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Capital Planning held 26,350 shares of Fidelity MSCI Information Technology Index ETF worth $7.53M as of Q2 2026.
  • Capital Planning sold 1,300 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $340K.
  • Fidelity MSCI Information Technology Index ETF made up 2.19% of Capital Planning's portfolio in Q2 2026, its #16 holding.
  • Capital Planning first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 23 quarters since.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.