SCA
FTEC icon

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

Southern Capital 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 		$9.13M Sell
31,972
-824
-3% -$215K 3.81% 7
2026
Q1 		$6.82M Sell
32,796
-7,299
-18% -$1.6M 3.19% 7
2025
Q4 		$9.01M Sell
40,095
-1,176
-3% -$266K 4.16% 7
2025
Q3 		$9.17M Sell
41,271
-533
-1% -$111K 4.3% 6
2025
Q2 		$8.24M Sell
41,804
-161
-0.4% -$27.9K 4.22% 7
2025
Q1 		$6.77M Sell
41,965
-73
-0.2% -$13.1K 3.75% 7
2024
Q4 		$7.77M Sell
42,038
-1,082
-3% -$198K 4.3% 7
2024
Q3 		$7.52M Buy
43,120
+46
+0.1% +$7.77K 4.23% 7
2024
Q2 		$7.39M Buy
43,074
+1,630
+4% +$258K 4.54% 7
2024
Q1 		$6.46M Buy
41,444
+8,048
+24% +$1.21M 3.92% 7
2023
Q4 		$4.8M Buy
33,396
+9,695
+41% +$1.28M 3.41% 7
2023
Q3 		$2.91M Sell
23,701
-2,914
-11% -$375K 2.42% 11
2023
Q2 		$3.48M Sell
26,615
-32
-0.1% -$3.8K 2.66% 9
2023
Q1 		$3.04M Buy
26,647
+978
+4% +$102K 2.25% 11
2022
Q4 		$2.43M Buy
25,669
+67
+0.3% +$6.47K 1.88% 14
2022
Q3 		$2.33M Buy
25,602
+4,648
+22% +$483K 1.9% 13
2022
Q2 		$2.02M Buy
20,954
+1,457
+7% +$155K 1.6% 16
2022
Q1 		$2.4M Sell
19,497
-277
-1% -$33.6K 1.64% 15
2021
Q4 		$2.68M Buy
+19,774
New +$2.57M 1.65% 17

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

Southern Capital Advisors's FTEC Position: Q2 2026 in Review

Southern Capital Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.5% in Q2 2026, selling an estimated $215K and leaving 31,972 shares worth $9.13M. The position accounts for 3.81% of the portfolio, ranked #7.

Southern Capital Advisors first reported a position in FTEC in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.17M in Q3 2025. 656 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Southern Capital Advisors held 31,972 shares of Fidelity MSCI Information Technology Index ETF worth $9.13M as of Q2 2026.
  • Southern Capital Advisors sold 824 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $215K.
  • Fidelity MSCI Information Technology Index ETF made up 3.81% of Southern Capital Advisors's portfolio in Q2 2026, its #7 holding.
  • Southern Capital Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and has held it in 19 quarters since.
  • Southern Capital Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $9.17M in Q3 2025.
  • 656 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.