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Fidelity MSCI Information Technology Index ETF (FTEC) Institutional Ownership

Fidelity MSCI Information Technology Index ETF logo
$301.32 +2.47 (+0.83%)
As of 02:49 PM Eastern
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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)
356
Total
Institutional Inflows
(last 12 months)
$666.39M
Number of
Institutional Sellers
(last 12 months)
244
Total
Institutional Outflows
(last 12 months)
$539.48M
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FTEC Institutional Buying and Selling by Quarter

Fidelity MSCI Information Technology Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Portfolio Solutions Inc.3,101$886K0.0%-7.3%0.004%
9/23/2026 Envestnet Asset Management Inc.669,504$191.20M0.0%-2.6%0.911%
9/17/2026 Wellington Altus USA Inc.819$234K0.2%N/A0.001%
9/15/2026 Anchor Investment Management LLC15,868$4.53M0.3%-2.1%0.022%
9/15/2026 Cherry Tree Wealth Management LLC2,721$777K0.1%-7.2%0.004%
9/11/2026 Smith Chas P & Associates PA Cpas861$246K0.0%N/A0.001%
9/11/2026 Talon Private Wealth LLC1,407$402K0.0%-7.6%0.002%
9/9/2026 Sequoia Financial Advisors LLC5,470$1.56M0.0%+13.6%0.007%
9/9/2026 IPG Investment Advisors LLC8,240$2.35M0.3%N/A0.011%
9/9/2026 Integrated Wealth Concepts LLC2,878$822K0.0%+8.5%0.004%
9/9/2026 RFG Advisory LLC9,513$2.72M0.0%+7.5%0.013%
9/9/2026 NewEdge Advisors LLC36,762$10.50M0.0%+5.0%0.050%
9/9/2026 IFP Advisors Inc8,366$2.39M0.0%-8.3%0.011%
9/8/2026 Allworth Financial LP18,143$5.18M0.0%-0.7%0.025%
9/8/2026 Waverly Advisors LLC2,021$577K0.0%-23.0%0.003%
9/2/2026 Range Advisory LLC2,135$610K0.1%N/A0.003%
9/2/2026 Capital & Planning LLC26,350$7.53M3.9%-4.7%0.036%
8/27/2026 Corient Private Wealth LP10,199$2.91M0.0%-23.9%0.014%
8/25/2026 Kingsbury Capital Investment Advisors LLC705$201K0.2%N/A0.001%
8/23/2026 Ameritas Advisory Services LLC19,001$5.43M0.1%+99.5%0.026%
8/23/2026 Kintra Wealth LLC3,715$1.09M0.1%-17.3%0.005%
8/23/2026 HB Wealth Management LLC4,757$1.36M0.0%-15.1%0.006%
8/22/2026 Compass Financial Management LLC744$213K0.0%N/A0.001%
8/22/2026 Succession Financial Inc.11,956$3.41M3.2%N/A0.016%
8/22/2026 Highland Investment Advisors LLC139$40K0.0%N/A0.000%
8/22/2026 Investor s Fiduciary Advisor Network LLC745$212K0.1%N/A0.001%
8/22/2026 Concurrent Investment Advisors LLC4,585$1.31M0.0%N/A0.006%
8/21/2026 Strengthening Families & Communities LLC1,520$434K0.1%+2.5%0.002%
8/21/2026 Continuum Advisory LLC230$66K0.0%N/A0.000%
8/21/2026 Secure Asset Management LLC15,394$4.40M0.6%+4.6%0.021%
8/20/2026 Rehmann Capital Advisory Group12,325$3.52M0.1%-5.0%0.017%
8/12/2026 Compass Financial Management LLC744$213K0.0%N/A0.001%
7/10/2026 Heck Capital Advisors LLC22,559$6.44M0.4%-4.9%0.031%
7/10/2026 Magnolia Capital Management Ltd.1,840$525K0.4%-20.9%0.003%
7/10/2026 Fulcrum Equity Management1,147$328K0.2%N/A0.002%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,316$1.80M0.2%-3.2%0.009%
7/10/2026 Alliance Private Wealth LLC18,110$5.17M1.8%-2.0%0.025%
7/10/2026 Wealthcare Advisory Partners LLC5,067$1.45M0.0%-3.6%0.007%
7/9/2026 Kraft Davis & Associates LLC76,376$20.94M4.4%-2.3%0.104%
7/9/2026 Centurion Wealth Management LLC1,614$461K0.1%-38.9%0.002%
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7/9/2026 Bay Rivers Group750$214K0.1%N/A0.001%
7/9/2026 Atlas Brown Inc.10,481$2.99M0.8%-1.3%0.014%
7/9/2026 Focus Financial Network Inc.8,293$2.37M0.1%-1.9%0.011%
7/9/2026 Allied Private Wealth LLC7,403$2.04M1.3%N/A0.010%
7/9/2026 IFC & Insurance Marketing Inc.873$249K0.2%N/A0.001%
7/9/2026 Sax Wealth Advisors LLC14,490$4.14M0.2%+29.7%0.020%
7/9/2026 Everpar Advisors LLC14,831$4.24M1.2%+37.2%0.020%
7/9/2026 Ehrlich Financial Group2,729$779K0.4%-2.4%0.004%
7/9/2026 Strategic Point Investment Advisors LLC1,190$340K0.0%-9.8%0.002%
7/9/2026 Crumly & Associates Inc.33,452$9.55M1.8%-2.4%0.046%
7/8/2026 Kwmg LLC1,285$367K0.0%+14.5%0.002%
7/8/2026 Cooper Financial Group10,539$3.01M0.2%-0.3%0.014%
7/7/2026 Integral Investment Advisors Inc.836$239K0.1%N/A0.001%
7/7/2026 Dynamic Advisor Solutions LLC3,114$889K0.0%+13.5%0.004%
7/7/2026 Avior Wealth Management LLC8,316$2.38M0.1%-2.3%0.011%
7/7/2026 CoreCap Advisors LLC4,711$1.35M0.0%+5.5%0.006%
7/7/2026 Howard Financial Services LTD.2,340$668K0.1%N/A0.003%
7/2/2026 CX Institutional46,147$13.18M0.4%+18.2%0.063%
6/10/2026 Dakota Community Bank & Trust NA800$166K0.6%N/A0.001%
6/3/2026 Parallel Advisors LLC4,350$905K0.0%-1.9%0.006%
6/3/2026 NewEdge Advisors LLC35,018$7.29M0.0%-26.1%0.048%
6/2/2026 Optiver Holding B.V.4,823$1.00M0.0%N/A0.007%
5/29/2026 Ipsen Advisor Group LLC1,296$270K0.2%-9.8%0.002%
5/26/2026 Glenmede Trust Co. NA2,430$506K0.0%+264.9%0.003%
5/22/2026 Verus Capital Partners LLC3,889$809K0.1%-46.5%0.005%
5/20/2026 Leigh Baldwin & CO. LLC1,899$395K0.3%-11.6%0.003%
5/19/2026 Eley Financial Management Inc15,597$3.25M1.1%+1.5%0.021%
5/19/2026 NewEdge Advisors LLC28,125$5.85M0.1%-40.7%0.039%
5/19/2026 Bank of America Corp DE981,242$204.15M0.0%-52.7%1.350%
5/19/2026 Centaurus Financial Inc.3,231$672K0.0%-12.2%0.004%
5/19/2026 Arkadios Wealth Advisors19,751$4.11M0.1%-0.9%0.027%
5/19/2026Claris Financial LLC10,143$2.11M1.2%+68.2%0.014%
5/18/2026Sunbelt Securities Inc.18,418$3.83M0.2%+2.2%0.025%
5/18/2026 Talon Private Wealth LLC1,523$317K0.0%N/A0.002%
5/18/2026 Royal Bank of Canada58,694$12.21M0.0%-28.6%0.081%
5/18/2026 Eley Financial Management Inc15,409$3.21M1.1%+0.3%0.021%
5/16/2026 KCM Investment Advisors LLC2,947$613K0.0%-1.4%0.004%
5/16/2026 Quantinno Capital Management LP50,899$10.59M0.0%+2.7%0.070%
5/15/2026 Waverly Advisors LLC2,624$546K0.0%-84.3%0.004%
5/14/2026 Morningstar Investment Management LLC117,953$24.54M1.5%+24.0%0.162%
5/14/2026 Compound Planning Inc.2,793$581K0.0%-9.7%0.004%
5/14/2026 Modern Wealth Management LLC7,277$1.53M0.0%-11.5%0.010%
5/14/2026 Lido Advisors LLC2,175,818$452.68M1.4%+3.6%2.993%
5/13/2026 Cetera Investment Advisers96,937$20.17M0.0%-11.9%0.133%
5/13/2026 Aureus Asset Management LLC2,294$477K0.0%N/A0.003%
5/12/2026 CacheTech Inc.29,907$6.22M1.2%-13.2%0.041%
5/8/2026 Pacific Sun Financial Corp3,222$670K0.3%+23.8%0.004%
5/8/2026 PNC Financial Services Group Inc.2,019$420K0.0%+6.8%0.003%
5/8/2026 JSF Financial LLC6,187$1.29M0.3%-45.7%0.009%
5/7/2026 Florida Financial Advisors LLC6,717$1.40M0.3%+6.6%0.009%
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5/7/2026 Parallel Advisors LLC4,350$905K0.0%-1.9%0.006%
5/6/2026 Assetmark Inc.40,244$8.37M0.0%+5.5%0.055%
5/6/2026 Main Street Group LTD606$126K0.0%N/A0.001%
5/6/2026 SteelPeak Wealth LLC3,485$725K0.0%-96.8%0.005%
5/6/2026 Independent Financial Group LLC6,052$1.26M0.0%N/A0.008%
5/6/2026 Dahring Cusmano LLC16,126$3.36M2.1%+3.0%0.022%
5/6/2026 Gaddis Premier Wealth Advisors LLC2,268$472K0.3%-2.3%0.003%
5/5/2026 Wealthfront Advisers LLC3,139$653K0.0%+9.2%0.004%
5/5/2026 Beaumont Financial Advisors LLC24,380$5.07M0.3%+3.5%0.034%
5/5/2026 Bank of New York Mellon Corp14,640$3.05M0.0%-31.6%0.020%


FTEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 638 institutional investors and hedge funds held shares of Fidelity MSCI Information Technology Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($452.68M), Charles Schwab Investment Management Inc. ($311.21M), Richard Bernstein Advisors LLC ($299.71M), CHURCHILL MANAGEMENT Corp ($238.74M), Bank of America Corp DE ($204.15M), Envestnet Asset Management Inc. ($191.20M), and LPL Financial LLC ($156.08M).Learn more on Fidelity MSCI Information Technology Index ETF's institutional investors.

Of the 562 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: International Assets Investment Management LLC ($809.75K), Northwestern Mutual Wealth Management Co. ($476.69K), Mercer Global Advisors Inc. ADV ($471.65K), SteelPeak Wealth LLC ($463.83K), LPL Financial LLC ($226.39K), Lido Advisors LLC ($185.55K), and Raymond James Financial Inc. ($170.76K).

Institutional investors have bought a total of 2,978,362 shares in the last 24 months. This purchase volume represents approximately $666.39M in transactions.

Of the 243 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: Bank of America Corp DE ($1.17M), SteelPeak Wealth LLC ($173.21K), Kestra Advisory Services LLC ($128.20K), Vicus Capital ($108.77K), Mercer Global Advisors Inc. ADV ($76.56K), Richard Bernstein Advisors LLC ($72.52K), and Commonwealth Equity Services LLC ($71.46K).

Institutional investors have sold a total of 2,504,935 shares in the last 24 months. This volume of shares sold represents approximately $539.48M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FTEC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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