U.S. Capital Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

U.S. Capital Wealth 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	$540K	Hold	2,593	–	–	0.01%	657
2025 Q4	$583K	Sell	2,593 -166	-6%	-$37.6K	0.02%	623
2025 Q3	$613K	Sell	2,759 -19	-0.7%	-$3.95K	0.02%	585
2025 Q2	$548K	Buy	2,778 +91	+3%	+$15.7K	0.02%	571
2025 Q1	$433K	Buy	2,687 +51	+2%	+$9.14K	0.01%	614
2024 Q4	$487K	Buy	2,636 +461	+21%	+$84.3K	0.02%	567
2024 Q3	$380K	Sell	2,175 -531	-20%	-$89.7K	0.01%	537
2024 Q2	$464K	Buy	2,706 +2	+0.1%	+$316	0.02%	472
2024 Q1	$421K	Buy	2,704 +27	+1%	+$4.07K	0.02%	492
2023 Q4	$385K	Buy	2,677 +3	+0.1%	+$397	0.02%	499
2023 Q3	$329K	Buy	2,674 +12	+0.5%	+$1.54K	0.01%	506
2023 Q2	$348K	Buy	+2,662	New	+$316K	0.02%	503
2023 Q1	–	Sell	-1,477	Closed	-$140K	–	965
2022 Q4	$140K	Buy	+1,477	New	+$143K	0.01%	679

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $5.16B AUM 18.64% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's FTEC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q1 2026 at 2,593 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #657.

U.S. Capital Wealth Advisors first reported a position in FTEC in Q4 2022 and has held it in 13 quarters since. The position peaked at $613K in Q3 2025. 610 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

U.S. Capital Wealth Advisors held 2,593 shares of Fidelity MSCI Information Technology Index ETF worth $540K as of Q1 2026.
U.S. Capital Wealth Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Information Technology Index ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #657 holding.
U.S. Capital Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 13 quarters since.
U.S. Capital Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $613K in Q3 2025.
610 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.