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

Sovran 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	$1.11M	Sell	4,314 -1,058	-20%	-$277K	0.08%	245
2026 Q1	$1.32M	Sell	5,372 -275	-5%	-$60.4K	0.1%	202
2025 Q4	$1.28M	Sell	5,647 -11	-0.2%	-$2.49K	0.11%	195
2025 Q3	$1.33M	Buy	5,658 +10	+0.2%	+$2.08K	0.12%	184
2025 Q2	$1.13M	Buy	5,648 +10	+0.2%	+$1.73K	0.12%	191
2025 Q1	$847K	Buy	5,638 +50	+0.9%	+$8.96K	0.11%	199
2024 Q4	$1.01M	Buy	+5,588	New	+$1.02M	0.14%	150

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

Sovran Advisors's FTEC Position: Q2 2026 in Review

Sovran Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 20% in Q2 2026, selling an estimated $277K and leaving 4,314 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #245.

Sovran Advisors first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q3 2025. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Sovran Advisors held 4,314 shares of Fidelity MSCI Information Technology Index ETF worth $1.11M as of Q2 2026.
Sovran Advisors sold 1,058 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $277K.
Fidelity MSCI Information Technology Index ETF made up 0.08% of Sovran Advisors's portfolio in Q2 2026, its #245 holding.
Sovran Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $1.33M in Q3 2025.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.