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

KCM 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 		$613K Sell
2,947
-42
-1% -$9.23K 0.02% 243
2025
Q4 		$672K Hold
2,989
– – 0.02% 243
2025
Q3 		$664K Hold
2,989
– – 0.02% 245
2025
Q2 		$589K Sell
2,989
-113
-4% -$19.6K 0.02% 255
2025
Q1 		$500K Hold
3,102
– – 0.02% 258
2024
Q4 		$573K Hold
3,102
– – 0.02% 246
2024
Q3 		$541K Sell
3,102
-201
-6% -$34K 0.02% 257
2024
Q2 		$567K Hold
3,303
– – 0.02% 249
2024
Q1 		$515K Sell
3,303
-206
-6% -$31K 0.02% 253
2023
Q4 		$504K Sell
3,509
-16,791
-83% -$2.22M 0.02% 253
2023
Q3 		$2.5M Sell
20,300
-426
-2% -$54.8K 0.11% 133
2023
Q2 		$2.71M Sell
20,726
-13,012
-39% -$1.54M 0.11% 135
2023
Q1 		$3.84M Sell
33,738
-139
-0.4% -$14.5K 0.16% 115
2022
Q4 		$3.2M Sell
33,877
-16
-0% -$1.54K 0.14% 123
2022
Q3 		$3.08M Buy
33,893
+12,830
+61% +$1.33M 0.14% 121
2022
Q2 		$2.03M Buy
21,063
+16,847
+400% +$1.8M 0.09% 153
2022
Q1 		$519K Hold
4,216
– – 0.02% 276
2021
Q4 		$571K Buy
4,216
+296
+8% +$38.4K 0.02% 274
2021
Q3 		$465K Buy
3,920
+128
+3% +$15.7K 0.02% 281
2021
Q2 		$447K Hold
3,792
– – 0.02% 280
2021
Q1 		$401K Buy
3,792
+626
+20% +$66.5K 0.02% 273
2020
Q4 		$331K Buy
+3,166
New +$308K 0.02% 279

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

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

KCM Investment Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.4% in Q1 2026, selling an estimated $9.23K and leaving 2,947 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #243.

KCM Investment Advisors first reported a position in FTEC in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.84M in Q1 2023. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • KCM Investment Advisors held 2,947 shares of Fidelity MSCI Information Technology Index ETF worth $613K as of Q1 2026.
  • KCM Investment Advisors sold 42 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $9.23K.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of KCM Investment Advisors's portfolio in Q1 2026, its #243 holding.
  • KCM Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and has held it in 22 quarters since.
  • KCM Investment Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $3.84M in Q1 2023.
  • 603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.