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Fidelity MSCI Information Technology Index ETF (FTEC) Institutional Ownership

Fidelity MSCI Information Technology Index ETF logo
$276.35 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC)

Number of
Institutional Buyers
(last 12 months)
405
Total
Institutional Inflows
(last 12 months)
$867.80M
Number of
Institutional Sellers
(last 12 months)
269
Total
Institutional Outflows
(last 12 months)
$650.35M
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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
5/22/2026Verus 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%
5/19/2026 Claris Financial LLC10,143$2.11M1.2%+68.2%0.014%
5/18/2026 Sunbelt 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%
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%
5/5/2026 Sanctuary Advisors LLC16,606$3.46M0.0%-46.9%0.023%
5/5/2026 Sigma Planning Corp32,602$6.78M0.2%-1.3%0.045%
5/5/2026 Nwam LLC8,405$1.75M0.1%-12.0%0.012%
5/4/2026 Calamos Advisors LLC2,400$499K0.0%N/A0.003%
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5/4/2026 Retirement Planning Group LLC5,721$1.19M0.0%+17.2%0.008%
5/4/2026 Archer Investment Corp1,510$314K0.1%+138.2%0.002%
5/4/2026 NWF Advisory Services Inc.1,861$387K0.0%+8.5%0.003%
5/4/2026 Chicago Partners Investment Group LLC20,322$4.23M0.1%-2.2%0.028%
5/4/2026 Uptick Partners LLC1,114$232K0.0%N/A0.002%
5/4/2026 Lifeworks Advisors LLC56,848$11.83M1.5%+9.8%0.078%
5/2/2026 CAP Partners LLC7,750$1.61M0.9%+1.1%0.011%
5/2/2026 Anchor Investment Management LLC16,213$3.37M0.3%-5.3%0.022%
5/2/2026 Valmark Advisers Inc.3,644$758K0.0%-2.6%0.005%
5/1/2026 Fifth Third Bancorp5,327$1.11M0.0%+333.4%0.007%
5/1/2026 Sovran Advisors LLC5,372$1.12M0.1%-4.9%0.007%
5/1/2026 WealthShield Partners LLC913$190K0.0%-6.7%0.001%
5/1/2026 Sequoia Financial Advisors LLC4,817$1.00M0.0%+11.3%0.007%
4/30/2026 First Horizon Corp3,660$761K0.0%+2,261.3%0.005%
4/30/2026 Ibex Wealth Advisors1,656$344K0.0%N/A0.002%
4/30/2026 Kestra Advisory Services LLC183,454$38.17M0.1%+6.1%0.252%
4/30/2026 Money Concepts Capital Corp6,338$1.32M0.1%+10.1%0.009%
4/30/2026 Capital Planning LLC27,650$5.75M1.9%+16.9%0.038%
4/30/2026 KDK Private Wealth Management LLC28,100$5.85M5.3%-2.4%0.039%
4/29/2026 Ascent Advisors LLC5,447$1.13M1.8%N/A0.007%
4/29/2026 Duncker Streett & Co. Inc.8,078$1.68M0.3%-3.6%0.011%
4/29/2026 Armor Investment Advisors LLC57,065$11.87M4.3%+1.8%0.078%
4/29/2026 Northwest Wealth Advisors LLC21,463$4.47M3.2%+17.5%0.030%
4/29/2026 Integrated Advisors Network LLC22,457$4.67M0.2%+37.6%0.031%
4/29/2026 Investment Advisory Services Group LLC19,977$4.16M3.6%-3.9%0.027%
4/29/2026 Fischer Financial Services Inc.88,133$18.34M6.2%+1.8%0.121%
4/28/2026 Busey Bank1,408$293K0.0%-11.3%0.002%
4/28/2026 Bravias Capital Group LLC1,013$211K0.1%-42.1%0.001%
4/28/2026 Mokosak Advisory Group LLC19,388$4.03M1.0%-0.8%0.027%
4/28/2026 Walkner Condon Financial Advisors LLC969$202K0.0%+5.1%0.001%
4/28/2026 Howe & Rusling Inc.779$162K0.0%-11.5%0.001%
4/28/2026 WBH Advisory Inc.1,600$337K0.0%-6.7%0.002%
4/28/2026 Wealthstar Advisors LLC5,318$1.11M0.5%-3.7%0.007%
4/27/2026 HB Wealth Management LLC5,604$1.17M0.0%-4.4%0.008%
4/27/2026 PFG Investments LLC1,632$340K0.0%+37.8%0.002%
4/27/2026 BIP Wealth LLC2,214$461K0.0%-11.1%0.003%
4/27/2026 Marotta Asset Management68,189$14.37M2.6%+67.0%0.094%
4/27/2026 Private Advisor Group LLC12,135$2.53M0.0%-5.1%0.017%
4/27/2026 Elevation Point Wealth Partners LLC10,223$2.13M0.0%-51.4%0.014%
4/25/2026 Keybank National Association OH2,647$551K0.0%+14.2%0.004%
4/25/2026 Physician Wealth Advisors Inc.993$207K0.0%-5.7%0.001%
4/24/2026 Root Financial Partners LLC2,096$436K0.0%-2.4%0.003%
4/24/2026 Essex Financial Services Inc.5,236$1.09M0.1%-1.9%0.007%
4/24/2026 Acorn Financial Advisory Services Inc. ADV9,251$1.93M0.3%+7.8%0.013%
4/23/2026 Daviman Financial LLC1,005$209K0.1%+8.8%0.001%
4/23/2026 Pathway Financial Advisers LLC1,298$270K0.1%+12.8%0.002%
4/23/2026 Spinnaker Trust11,957$2.49M0.1%-2.9%0.016%
4/23/2026 Catalina Capital Group LLC2,656$553K0.3%-2.6%0.004%
4/23/2026 Apollon Wealth Management LLC1,254$261K0.0%+20.9%0.002%
4/23/2026 Vicus Capital3,883$808K0.1%-96.6%0.005%
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4/22/2026 Patriot Financial Group Insurance Agency LLC1,280$267K0.0%N/A0.002%
4/22/2026 Janney Montgomery Scott LLC14,534$3.02M0.0%-9.3%0.020%
4/22/2026 Yoder Wealth Management Inc.98,083$20.41M9.3%+13.2%0.135%
4/21/2026 VCI Wealth Management LLC3,440$716K0.2%+11.2%0.005%
4/21/2026 Retirement Planning Group LLC NY3,060$637K0.4%-5.7%0.004%
4/21/2026 Maltin Wealth Management Inc.15,701$3.27M1.2%-4.9%0.022%
4/21/2026 Independent Wealth Network Inc.1,956$407K0.1%-2.2%0.003%
4/21/2026 Silver Oak Securities Incorporated5,865$1.22M0.1%+19.9%0.008%
4/20/2026 Kestra Private Wealth Services LLC23,823$4.96M0.1%-4.9%0.033%
4/20/2026 Global Financial Private Client LLC5,719$1.19M0.4%+5.5%0.008%


FTEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 632 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), LPL Financial LLC ($156.08M), and AGF Management Ltd. ($153.28M).Learn more on Fidelity MSCI Information Technology Index ETF's institutional investors.

Of the 564 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 ($809.88K), Northwestern Mutual Wealth Management Co. ($476.69K), Mercer Global Advisors Inc. ADV ($471.65K), SteelPeak Wealth LLC ($463.83K), Kestra Investment Management LLC ($278.88K), LPL Financial LLC ($230.40K), and Lido Advisors LLC ($185.55K).

Institutional investors have bought a total of 4,033,257 shares in the last 24 months. This purchase volume represents approximately $867.80M in transactions.

Of the 269 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 ($1.30M), SteelPeak Wealth LLC ($173.21K), Commonwealth Equity Services LLC ($155.30K), TBH Global Asset Management LLC ($146.53K), Kestra Advisory Services LLC ($128.20K), Vicus Capital ($108.77K), and Charles Schwab Investment Management Inc. ($84.49K).

Institutional investors have sold a total of 3,082,928 shares in the last 24 months. This volume of shares sold represents approximately $650.35M in transactions.


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This page (NYSEARCA:FTEC) was last updated on 5/26/2026 by MarketBeat.com Staff.
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