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Fidelity MSCI Information Technology Index ETF (FTEC) Institutional Ownership

Fidelity MSCI Information Technology Index ETF logo
$292.00 -1.08 (-0.37%)
Closing price 04:10 PM Eastern
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$291.57 -0.43 (-0.15%)
As of 06:35 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)
362
Total
Institutional Inflows
(last 12 months)
$693.40M
Number of
Institutional Sellers
(last 12 months)
246
Total
Institutional Outflows
(last 12 months)
$561.00M
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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
10/15/2026WealthPlan Investment Management LLC4,204$1.26M0.1%+2.5%0.006%
10/15/2026Ashurst Perkins Coie Trust Co3,025$908K0.1%N/A0.004%
10/15/2026Mather Group LLC.3,011$903K0.0%N/A0.004%
10/14/2026Fortress Financial Solutions LLC1,323$397K0.3%N/A0.002%
10/14/2026Adirondack Trust Co.2,980$894K0.3%N/A0.004%
10/14/2026Three Magnolias Financial Advisors LLC2,250$675K0.4%-25.0%0.003%
10/14/2026Focus Financial Network Inc.8,414$2.53M0.1%+1.5%0.011%
10/14/2026Succession Financial Inc.17,483$5.25M5.1%+46.2%0.024%
10/14/2026Signal Advisors Wealth LLC37,732$11.32M0.5%+219.8%0.051%
10/14/2026B. Riley Wealth Advisors Inc.2,134$640K0.0%N/A0.003%
10/14/2026Maltin Wealth Management Inc.13,646$4.10M1.3%-0.3%0.018%
10/13/2026McGlone Suttner Wealth Management Inc.1,101$330K0.0%+6.5%0.001%
10/13/2026Sax Wealth Advisors LLC17,550$5.27M0.1%+21.1%0.024%
10/13/2026Avior Wealth Management LLC8,097$2.43M0.1%N/A0.011%
10/10/2026Capital Planning LLC26,194$7.86M2.2%-0.6%0.036%
10/10/2026Atlas Brown Inc.10,453$3.14M0.8%-60.0%0.014%
10/9/2026Wedmont Private Capital1,990$605K0.0%+23.3%0.003%
10/9/2026Athena Wealth Management LLC2,527$758K0.5%-1.9%0.003%
10/9/2026Go Invest LLC32,680$9.81M2.1%N/A0.044%
10/9/2026Galvin Gaustad & Stein LLC1,775$533K0.0%-1.9%0.002%
10/8/2026Independence Financial Advisors LLC150,522$45.17M11.4%+6.6%0.205%
10/8/2026Farther Finance Advisors LLC12,475$3.74M0.0%-3.1%0.017%
10/8/2026CoreCap Advisors LLC4,956$1.49M0.0%+5.2%0.007%
10/8/2026Avidian Wealth Enterprises LLC735$221K0.0%N/A0.001%
10/8/2026Valeo Financial Advisors LLC1,720$516K0.0%+47.0%0.002%
10/7/2026Venture Visionary Partners LLC925$278K0.0%+4.5%0.001%
10/7/2026Elm3 Financial Group LLC7,451$2.24M1.5%-2.1%0.010%
10/7/2026Investors Research Corp7,211$2.16M0.4%-5.0%0.010%
10/7/2026Kwmg LLC1,448$434K0.0%N/A0.002%
10/7/2026American National Bank & Trust16,010$4.80M0.4%-74.1%0.022%
10/7/2026Crumly & Associates Inc.33,360$10.01M1.8%-0.3%0.045%
10/7/2026Legacy Solutions LLC727$218K0.2%N/A0.001%
10/2/2026 Marotta Asset Management75,679$22.71M3.8%+4.8%0.103%
10/2/2026 CX Institutional35,643$10.70M0.3%-22.8%0.048%
9/23/2026Envestnet Portfolio Solutions Inc.3,101$886K0.0%-7.3%0.004%
9/23/2026Envestnet Asset Management Inc.669,504$191.20M0.0%-2.6%0.911%
9/17/2026Wellington Altus USA Inc.819$234K0.2%N/A0.001%
9/15/2026Anchor Investment Management LLC15,868$4.53M0.3%-2.1%0.022%
9/15/2026Cherry Tree Wealth Management LLC2,721$777K0.1%-7.2%0.004%
9/11/2026Smith Chas P & Associates PA Cpas861$246K0.0%N/A0.001%
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9/11/2026Talon Private Wealth LLC1,407$402K0.0%-7.6%0.002%
9/9/2026Sequoia Financial Advisors LLC5,470$1.56M0.0%+13.6%0.007%
9/9/2026IPG Investment Advisors LLC8,240$2.35M0.3%N/A0.011%
9/9/2026Integrated Wealth Concepts LLC2,878$822K0.0%+8.5%0.004%
9/9/2026RFG Advisory LLC9,513$2.72M0.0%+7.5%0.013%
9/9/2026NewEdge Advisors LLC36,762$10.50M0.0%+5.0%0.050%
9/9/2026IFP Advisors Inc8,366$2.39M0.0%-8.3%0.011%
9/8/2026Allworth Financial LP18,143$5.18M0.0%-0.7%0.025%
9/8/2026Waverly Advisors LLC2,021$577K0.0%-23.0%0.003%
9/2/2026Range Advisory LLC2,135$610K0.1%N/A0.003%
9/2/2026Capital & Planning LLC26,350$7.53M3.9%-4.7%0.036%
8/27/2026Corient Private Wealth LP10,199$2.91M0.0%-23.9%0.014%
8/25/2026Kingsbury Capital Investment Advisors LLC705$201K0.2%N/A0.001%
8/23/2026Ameritas Advisory Services LLC19,001$5.43M0.1%+99.5%0.026%
8/23/2026Kintra Wealth LLC3,715$1.09M0.1%-17.3%0.005%
8/23/2026HB Wealth Management LLC4,757$1.36M0.0%-15.1%0.006%
8/22/2026Compass Financial Management LLC744$213K0.0%N/A0.001%
8/22/2026Succession Financial Inc.11,956$3.41M3.2%N/A0.016%
8/22/2026Highland Investment Advisors LLC139$40K0.0%N/A0.000%
8/22/2026Investor s Fiduciary Advisor Network LLC745$212K0.1%N/A0.001%
8/22/2026Concurrent Investment Advisors LLC4,585$1.31M0.0%N/A0.006%
8/21/2026Strengthening Families & Communities LLC1,520$434K0.1%+2.5%0.002%
8/21/2026Continuum Advisory LLC230$66K0.0%N/A0.000%
8/21/2026Secure Asset Management LLC15,394$4.40M0.6%+4.6%0.021%
8/20/2026Rehmann Capital Advisory Group12,325$3.52M0.1%-5.0%0.017%
8/12/2026Compass Financial Management LLC744$213K0.0%N/A0.001%
7/10/2026Heck Capital Advisors LLC22,559$6.44M0.4%-4.9%0.031%
7/10/2026Magnolia Capital Management Ltd.1,840$525K0.4%-20.9%0.003%
7/10/2026Fulcrum Equity Management1,147$328K0.2%N/A0.002%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,316$1.80M0.2%-3.2%0.009%
7/10/2026Alliance Private Wealth LLC18,110$5.17M1.8%-2.0%0.025%
7/10/2026Wealthcare Advisory Partners LLC5,067$1.45M0.0%-3.6%0.007%
7/9/2026Kraft Davis & Associates LLC76,376$20.94M4.4%-2.3%0.104%
7/9/2026Centurion Wealth Management LLC1,614$461K0.1%-38.9%0.002%
7/9/2026Bay Rivers Group750$214K0.1%N/A0.001%
7/9/2026Atlas Brown Inc.10,481$2.99M0.8%-1.3%0.014%
7/9/2026Focus Financial Network Inc.8,293$2.37M0.1%-1.9%0.011%
7/9/2026Allied Private Wealth LLC7,403$2.04M1.3%N/A0.010%
7/9/2026IFC & Insurance Marketing Inc.873$249K0.2%N/A0.001%
7/9/2026Sax Wealth Advisors LLC14,490$4.14M0.2%+29.7%0.020%
7/9/2026Everpar Advisors LLC14,831$4.24M1.2%+37.2%0.020%
7/9/2026Ehrlich Financial Group2,729$779K0.4%-2.4%0.004%
7/9/2026Strategic Point Investment Advisors LLC1,190$340K0.0%-9.8%0.002%
7/9/2026Crumly & Associates Inc.33,452$9.55M1.8%-2.4%0.046%
7/8/2026Kwmg LLC1,285$367K0.0%+14.5%0.002%
7/8/2026Cooper Financial Group10,539$3.01M0.2%-0.3%0.014%
7/7/2026Integral Investment Advisors Inc.836$239K0.1%N/A0.001%
7/7/2026Dynamic Advisor Solutions LLC3,114$889K0.0%+13.5%0.004%
7/7/2026Avior Wealth Management LLC8,316$2.38M0.1%-2.3%0.011%
7/7/2026CoreCap Advisors LLC4,711$1.35M0.0%+5.5%0.006%
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7/7/2026Howard Financial Services LTD.2,340$668K0.1%N/A0.003%
7/2/2026 CX Institutional46,147$13.18M0.4%+18.2%0.063%
6/10/2026Dakota Community Bank & Trust NA800$166K0.6%N/A0.001%
6/3/2026Parallel Advisors LLC4,350$905K0.0%-1.9%0.006%
6/3/2026NewEdge Advisors LLC35,018$7.29M0.0%-26.1%0.048%
6/2/2026Optiver Holding B.V.4,823$1.00M0.0%N/A0.007%
5/29/2026Ipsen Advisor Group LLC1,296$270K0.2%-9.8%0.002%
5/26/2026Glenmede Trust Co. NA2,430$506K0.0%+264.9%0.003%
5/22/2026Verus Capital Partners LLC3,889$809K0.1%-46.5%0.005%
5/20/2026Leigh Baldwin & CO. LLC1,899$395K0.3%-11.6%0.003%


FTEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 643 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 567 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 3,063,156 shares in the last 24 months. This purchase volume represents approximately $693.40M in transactions.

Of the 245 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 2,575,641 shares in the last 24 months. This volume of shares sold represents approximately $561.00M in transactions.


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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 10/15/2026. New 13F filings are added each quarter as they're published.
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