Colonial Trust Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Colonial Trust 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	$211K	Buy	738 +7	+1%	+$1.83K	0.01%	204
2026 Q1	$152K	Hold	731	–	–	0.01%	224
2025 Q4	$164K	Sell	731 -44	-6%	-$9.97K	0.01%	213
2025 Q3	$172K	Hold	775	–	–	0.01%	211
2025 Q2	$153K	Hold	775	–	–	0.01%	220
2025 Q1	$125K	Sell	775 -6	-0.8%	-$1.08K	0.01%	241
2024 Q4	$144K	Sell	781 -69	-8%	-$12.6K	0.01%	216
2024 Q3	$148K	Hold	850	–	–	0.01%	223
2024 Q2	$146K	Hold	850	–	–	0.01%	206
2024 Q1	$132K	Sell	850 -90	-10%	-$13.6K	0.01%	214
2023 Q4	$135K	Hold	940	–	–	0.01%	210
2023 Q3	$116K	Buy	940 +100	+12%	+$12.9K	0.01%	226
2023 Q2	$110K	Hold	840	–	–	0.01%	239
2023 Q1	$95.7K	Hold	840	–	–	0.01%	260
2022 Q4	$79.4K	Buy	+840	New	+$81.1K	0.01%	277
2021 Q4	–	Sell	-2,392	Closed	-$284K	–	187
2021 Q3	$284K	Hold	2,392	–	–	0.04%	161
2021 Q2	$282K	Hold	2,392	–	–	0.03%	166
2021 Q1	$253K	Sell	2,392 -300	-11%	-$31.9K	0.03%	166
2020 Q4	$281K	Sell	2,692 -1,100	-29%	-$107K	0.04%	149
2020 Q3	$349K	Hold	3,792	–	–	0.05%	132
2020 Q2	$312K	Sell	3,792 -1,000	-21%	-$73.7K	0.05%	130
2020 Q1	$300K	Sell	4,792 -200	-4%	-$14.3K	0.06%	125
2019 Q4	$362K	Sell	4,992 -101	-2%	-$6.84K	0.06%	125
2019 Q3	$324K	Sell	5,093 -140	-3%	-$8.91K	0.06%	127
2019 Q2	$326K	Sell	5,233 -338	-6%	-$20.6K	0.06%	127
2019 Q1	$330K	Buy	5,571 +1,261	+29%	+$69.3K	0.06%	124
2018 Q4	$212K	Sell	4,310 -36	-0.8%	-$1.93K	0.05%	138
2018 Q3	$262K	Buy	+4,346	New	+$255K	0.05%	139

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Colonial Trust Advisors's FTEC Position: Q2 2026 in Review

Colonial Trust Advisors increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.96% in Q2 2026, buying an estimated $1.83K and bringing the position to 738 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #204.

Colonial Trust Advisors first reported a position in FTEC in Q3 2018 and has held it in 28 quarters since. The position peaked at $362K in Q4 2019. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Colonial Trust Advisors held 738 shares of Fidelity MSCI Information Technology Index ETF worth $211K as of Q2 2026.
Colonial Trust Advisors bought 7 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $1.83K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #204 holding.
Colonial Trust Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2018 and has held it in 28 quarters since.
Colonial Trust Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $362K in Q4 2019.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.