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

United Capital Financial 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	$6.84M	Sell	23,942 -1,495	-6%	-$391K	0.04%	311
2026 Q1	$5.29M	Sell	25,437 -3,328	-12%	-$731K	0.03%	352
2025 Q4	$6.46M	Buy	28,765 +24,730	+613%	+$5.6M	0.04%	307
2025 Q3	$896K	Buy	4,035 +494	+14%	+$103K	0.01%	676
2025 Q2	$698K	Buy	3,541 +88	+3%	+$15.2K	0.01%	693
2025 Q1	$557K	Buy	3,453 +111	+3%	+$19.9K	﹤0.01%	715
2024 Q4	$618K	Hold	3,342	–	–	0.01%	681
2024 Q3	$583K	Buy	+3,342	New	+$565K	﹤0.01%	690
2024 Q2	–	Sell	-1,460	Closed	-$228K	–	1062
2024 Q1	$228K	Buy	1,460 +25	+2%	+$3.77K	﹤0.01%	976
2023 Q4	$206K	Sell	1,435 -884	-38%	-$117K	﹤0.01%	996
2023 Q3	$285K	Sell	2,319 -1,000	-30%	-$129K	﹤0.01%	735
2023 Q2	$434K	Sell	3,319 -374	-10%	-$44.4K	﹤0.01%	703
2023 Q1	$421K	Sell	3,693 -1,355	-27%	-$142K	﹤0.01%	756
2022 Q4	$477K	Sell	5,048 -205	-4%	-$19.8K	﹤0.01%	769
2022 Q3	$478K	Sell	5,253 -356	-6%	-$37K	﹤0.01%	772
2022 Q2	$541K	Sell	5,609 -633	-10%	-$67.4K	﹤0.01%	778
2022 Q1	$768K	Buy	6,242 +785	+14%	+$95.2K	﹤0.01%	726
2021 Q4	$739K	Sell	5,457 -401	-7%	-$52.1K	﹤0.01%	759
2021 Q3	$695K	Sell	5,858 -924	-14%	-$113K	﹤0.01%	771
2021 Q2	$799K	Buy	6,782 +2,927	+76%	+$326K	﹤0.01%	752
2021 Q1	$408K	Sell	3,855 -461	-11%	-$49K	﹤0.01%	909
2020 Q4	$451K	Buy	4,316 +620	+17%	+$60.3K	﹤0.01%	872
2020 Q3	$340K	Buy	3,696 +794	+27%	+$70.7K	﹤0.01%	923
2020 Q2	$239K	Sell	2,902 -1,420	-33%	-$105K	﹤0.01%	1051
2020 Q1	$271K	Buy	+4,322	New	+$310K	﹤0.01%	996
2018 Q3	–	Sell	-13,328	Closed	-$737K	–	1349
2018 Q2	$737K	Buy	13,328 +824	+7%	+$44.9K	0.01%	840
2018 Q1	$649K	Buy	+12,504	New	+$663K	﹤0.01%	888

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

United Capital Financial Advisors's FTEC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 5.9% in Q2 2026, selling an estimated $391K and leaving 23,942 shares worth $6.84M. The position accounts for 0.04% of the portfolio, ranked #311.

United Capital Financial Advisors first reported a position in FTEC in Q1 2018 and has held it in 27 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

United Capital Financial Advisors held 23,942 shares of Fidelity MSCI Information Technology Index ETF worth $6.84M as of Q2 2026.
United Capital Financial Advisors sold 1,495 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $391K.
Fidelity MSCI Information Technology Index ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q2 2026, its #311 holding.
United Capital Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2018 and has held it in 27 quarters since.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.