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Fidelity MSCI Information Technology Index ETF (FTEC) Institutional Ownership

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$203.93 -0.13 (-0.06%)
Closing price 04:10 PM Eastern
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$203.88 -0.05 (-0.02%)
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC)

Number of
Institutional Buyers
(last 12 months)
357
Total
Institutional Inflows
(last 12 months)
$691.84M
Number of
Institutional Sellers
(last 12 months)
204
Total
Institutional Outflows
(last 12 months)
$559.75M
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FTEC Institutional Buying and Selling by Quarter

Fidelity MSCI Information Technology Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Wiser Wealth Management Inc2,165$427K0.1%+16.6%0.003%
7/18/2025Cantor Fitzgerald Investment Advisors L.P.34,602$6.82M0.5%+16.6%0.049%
7/18/2025Client 1ST Advisory Group LLC7,962$1.57M0.6%-0.7%0.011%
7/18/2025Cooper Financial Group11,879$2.34M0.3%+1.7%0.017%
7/18/2025Truist Financial Corp8,715$1.72M0.0%+5.1%0.012%
7/17/2025 Mokosak Advisory Group LLC20,307$4.00M1.1%+0.9%0.029%
7/17/2025 Greenleaf Trust1,180$233K0.0%-8.3%0.002%
7/17/2025 HB Wealth Management LLC2,660$525K0.0%-9.6%0.004%
7/17/2025 Janney Montgomery Scott LLC17,121$3.38M0.0%-4.7%0.024%
7/17/2025 Smith Chas P & Associates PA Cpas1,209$238K0.0%N/A0.002%
7/17/2025 Fifth Third Securities Inc.1,702$336K0.0%-5.0%0.002%
7/17/2025 Sound Income Strategies LLC319$63K0.0%+20.8%0.000%
7/17/2025 Applied Capital LLC4,345$857K0.4%+44.5%0.006%
7/17/2025 Moody Lynn & Lieberson LLC1,028$203K0.0%N/A0.001%
7/17/2025 Smith Salley Wealth Management45,990$9.07M0.5%+0.5%0.065%
7/17/2025 Beacon Capital Management LLC414$82K0.0%-46.9%0.001%
7/17/2025 Avior Wealth Management LLC8,793$1.73M0.1%-2.6%0.012%
7/17/2025 TBH Global Asset Management LLC77,873$15.36M1.7%-51.5%0.109%
7/16/2025 Signature Resources Capital Management LLC690$136K0.1%N/A0.001%
7/16/2025 Instrumental Wealth LLC2,876$578K0.5%+3.2%0.004%
7/16/2025 Southern Capital Advisors LLC41,804$8.25M4.2%-0.4%0.059%
7/16/2025 Beaumont Financial Advisors LLC26,145$5.16M0.4%+52.9%0.037%
7/16/2025 Patron Partners LLC3,799$749K0.4%-10.0%0.005%
7/16/2025 CX Institutional33,008$6.51M0.2%+21.1%0.046%
7/16/2025 American National Bank & Trust3,092$610K0.1%+8.8%0.004%
7/16/2025 Fischer Financial Services Inc.95,341$18.80M5.5%+0.2%0.134%
7/16/2025 Colton Groome Financial Advisors LLC1,045$206K0.1%N/A0.001%
7/15/2025 Affinity Wealth Management LLC1,071$211K0.0%N/A0.002%
7/15/2025 RVW Wealth LLC1,209$238K0.0%N/A0.002%
7/15/2025 Lynch & Associates IN24,518$4.84M1.0%+4.1%0.034%
7/15/2025 BCS Wealth Management3,700$730K0.2%+35.8%0.005%
7/15/2025 Main Street Group LTD504$99K0.0%-17.0%0.001%
7/15/2025 Eaton Financial Holdings Company LLC76,151$15.02M4.6%+6.5%0.107%
7/15/2025 Financial Partners Group Inc108,759$21.45M3.0%+4.5%0.153%
7/14/2025 McGlone Suttner Wealth Management Inc.1,090$215K0.0%N/A0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC2,778$548K0.0%+3.4%0.004%
7/14/2025 Sweeney & Michel LLC7,457$1.49M0.5%+8.2%0.010%
7/14/2025 Park Avenue Securities LLC19,362$3.82M0.0%N/A0.027%
7/14/2025 Palacios Wealth Management LLC5,405$1.07M0.9%-3.1%0.008%
7/14/2025 Sowell Financial Services LLC2,020$398K0.0%-7.6%0.003%
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7/11/2025 Farther Finance Advisors LLC5,086$1.00M0.0%+45.6%0.007%
7/11/2025 Silver Oak Securities Incorporated4,090$807K0.1%+29.3%0.006%
7/11/2025 CX Institutional33,008$6.51M0.2%+21.1%0.046%
7/11/2025 SeaCrest Wealth Management LLC6,065$1.20M0.1%+4.4%0.009%
7/11/2025 Elk River Wealth Management LLC1,076$212K0.0%-15.7%0.002%
7/10/2025 Charter Oak Capital Management LLC1,969$388K0.0%+17.4%0.003%
7/10/2025 Selective Wealth Management Inc.1,020$205K0.1%N/A0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC24,453$4.90M0.0%-11.0%0.034%
7/10/2025 Wedmont Private Capital1,844$371K0.0%-24.4%0.003%
7/10/2025 Secure Asset Management LLC15,428$3.04M0.6%+3.4%0.022%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd1,151$227K0.0%N/A0.002%
7/10/2025 Focus Financial Network Inc.8,506$1.68M0.1%+1.2%0.012%
7/8/2025 Ehrlich Financial Group6,135$1.21M0.8%-4.5%0.009%
7/8/2025 Goldstone Financial Group LLC50,065$10.04M1.3%+5.3%0.071%
7/8/2025 Parallel Advisors LLC3,267$644K0.0%-3.1%0.005%
7/7/2025 Investors Research Corp7,006$1.38M0.3%+10.6%0.010%
7/7/2025 Accelerate Investment Advisors LLC1,874$370K0.3%+33.4%0.003%
7/7/2025 Nova Wealth Management Inc.8,588$1.69M1.2%-4.2%0.012%
7/7/2025 OMNI 360 Wealth Inc.1,899$374K0.2%+3.6%0.003%
7/7/2025 Centurion Wealth Management LLC2,572$507K0.1%+7.1%0.004%
7/2/2025 Crumly & Associates Inc.33,578$6.62M1.6%-16.6%0.047%
7/2/2025 Marotta Asset Management39,403$7.77M1.6%+126.1%0.056%
6/2/2025Modern Wealth Management LLC27,122$4.37M0.1%+1.4%0.038%
5/29/2025 Nova Wealth Management Inc.8,962$1.45M1.2%+2.0%0.013%
5/22/2025Rollins Financial Advisors LLC1,632$263K0.0%+26.0%0.002%
5/20/2025Blue Rock Wealth Management LLC3,500$564K0.5%+12.9%0.005%
5/20/2025Belpointe Asset Management LLC6,642$1.07M0.1%+16.9%0.009%
5/20/2025Focus Partners Wealth26,918$4.34M0.0%+11.7%0.038%
5/20/2025Integrity Alliance LLC.1,755$283K0.0%N/A0.002%
5/19/2025Jane Street Group LLC23,766$3.83M0.0%N/A0.033%
5/19/2025Client 1ST Advisory Group LLC8,021$1.29M0.5%-2.0%0.011%
5/16/2025Goldman Sachs Group Inc.15,700$2.53M0.0%N/A0.022%
5/16/2025Kestra Investment Management LLC214,133$34.53M1.1%+11.4%0.301%
5/16/2025Jones Financial Companies Lllp2,890$466K0.0%-41.8%0.004%
5/16/2025Legacy Wealth Managment LLC ID301$49K0.0%N/A0.000%
5/16/2025Coordinated Financial Services Inc. CO3,517$567K0.4%N/A0.005%
5/16/2025Talon Private Wealth LLC1,989$321K0.0%-20.7%0.003%
5/16/2025Redwood Financial Network Corp1,257$203K0.2%N/A0.002%
5/16/2025Pinnacle Family Advisors LLC1,765$285K0.2%+54.3%0.002%
5/16/2025NewEdge Advisors LLC41,850$6.75M0.0%-4.2%0.059%
5/16/2025Integrated Wealth Concepts LLC2,837$457K0.0%-15.7%0.004%
5/16/2025Curi RMB Capital LLC9,318$1.50M0.0%-27.6%0.013%
5/16/2025Ancora Advisors LLC17,528$2.83M0.1%-8.2%0.025%
5/15/2025EP Wealth Advisors LLC5,857$945K0.0%+22.7%0.008%
5/15/2025Royal Bank of Canada80,994$13.06M0.0%-3.6%0.114%
5/15/2025MAI Capital Management65,609$10.58M0.1%+1.3%0.092%
5/15/2025Activest Wealth Management1,267$204K0.1%+126,600.0%0.002%
5/15/2025Trexquant Investment LP1,473$238K0.0%+33.9%0.002%
5/14/2025CreativeOne Wealth LLC5,612$905K0.0%-53.8%0.008%
5/14/2025Samalin Investment Counsel LLC12,131$1.96M0.8%+13.6%0.017%
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5/14/2025PKS Advisory Services LLC2,973$480K0.1%-5.1%0.004%
5/14/2025WCG Wealth Advisors LLC21,471$3.46M0.3%-2.4%0.030%
5/14/2025Evergreen Wealth Solutions LLC2,242$362K0.2%+73.8%0.003%
5/14/2025Full Sail Capital LLC365,197$58.90M3.8%-7.0%0.514%
5/14/2025Comerica Bank6,038$974K0.0%+4.5%0.008%
5/14/2025Apexium Financial LP31,662$5.11M0.3%+50.0%0.045%
5/14/2025Freedom Investment Management Inc.68,288$11.01M0.9%+7.6%0.096%
5/14/2025Smartleaf Asset Management LLC621$100K0.0%N/A0.001%
5/14/2025Northwestern Mutual Wealth Management Co.231,403$37.32M0.0%-8.2%0.326%
5/14/2025Kestra Advisory Services LLC148,846$24.00M0.1%-9.6%0.209%
(Data available from 1/1/2016 forward)

FTEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTEC shares?

During the previous two years, 545 institutional investors and hedge funds held shares of Fidelity MSCI Information Technology Index ETF. The most heavily invested institutionals were Bank of America Corp DE ($474.61M), Lido Advisors LLC ($360.71M), Charles Schwab Investment Management Inc. ($242.33M), Richard Bernstein Advisors LLC ($240.16M), CHURCHILL MANAGEMENT Corp ($238.74M), Commonwealth Equity Services LLC ($120.05M), and AGF Management Ltd. ($98.05M).Learn more on Fidelity MSCI Information Technology Index ETF's institutional investors.

Which institutional investors have been buying Fidelity MSCI Information Technology Index ETF's stock?

Of the 476 institutional investors that purchased Fidelity MSCI Information Technology Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CHURCHILL MANAGEMENT Corp ($1.27M), Charles Schwab Investment Management Inc. ($1.10M), International Assets Investment Management LLC ($1.04M), SteelPeak Wealth LLC ($353.53K), Kestra Investment Management LLC ($214.13K), Harel Insurance Investments & Financial Services Ltd. ($209.80K), and Envestnet Asset Management Inc. ($190.98K).

How much institutional buying is happening at Fidelity MSCI Information Technology Index ETF?

Institutional investors have bought a total of 3,935,785 shares in the last 24 months. This purchase volume represents approximately $691.84M in transactions.

Which of Fidelity MSCI Information Technology Index ETF's major shareholders have been selling company stock?

Of the 204 institutional investors that sold Fidelity MSCI Information Technology Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($809.65K), Charles Schwab Investment Management Inc. ($792.81K), Envestnet Asset Management Inc. ($163.20K), Kovitz Investment Group Partners LLC ($140.32K), Vicus Capital ($120.21K), Richard Bernstein Advisors LLC ($105.46K), and Commonwealth Equity Services LLC ($99.69K).

How much institutional selling is happening at Fidelity MSCI Information Technology Index ETF?

Institutional investors have sold a total of 3,215,651 shares in the last 24 months. This volume of shares sold represents approximately $559.75M in transactions.



This page (NYSEARCA:FTEC) was last updated on 7/18/2025 by MarketBeat.com Staff
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