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Fidelity MSCI Information Technology Index ETF (FTEC) Institutional Ownership

Fidelity MSCI Information Technology Index ETF logo
$254.87 +4.45 (+1.78%)
As of 04:10 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)
428
Total
Institutional Inflows
(last 12 months)
$907.15M
Number of
Institutional Sellers
(last 12 months)
276
Total
Institutional Outflows
(last 12 months)
$536.43M
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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
5/5/2026Beaumont Financial Advisors LLC24,380$5.07M0.3%+3.5%0.034%
5/5/2026Bank of New York Mellon Corp14,640$3.05M0.0%-31.6%0.020%
5/5/2026Sanctuary 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%
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%
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%
4/20/2026 Blue Trust Inc.1,622$338K0.0%-61.1%0.002%
4/20/2026 RFG Advisory LLC8,847$1.84M0.0%-3.3%0.012%
4/18/2026 BCS Wealth Management2,811$585K0.1%-50.0%0.004%
4/18/2026 HHM Wealth Advisors LLC810$169K0.0%-21.7%0.001%
4/17/2026 Krilogy Financial LLC1,362$283K0.0%+8.1%0.002%
4/17/2026 Certified Advisory Corp10,442$2.17M0.2%-7.1%0.014%
4/17/2026 Signal Advisors Wealth LLC1,811$377K0.0%N/A0.003%
4/17/2026 AdvisorNet Financial Inc359$75K0.0%+176.2%0.000%
4/17/2026 SVB Wealth LLC4,433$922K0.1%-18.0%0.006%
4/17/2026 Elk River Wealth Management LLC966$201K0.0%-4.9%0.001%
4/17/2026 Atlas Brown Inc.10,621$2.21M0.7%-1.8%0.015%
4/17/2026 Sweeney & Michel LLC7,020$1.59M0.5%+6.1%0.010%
4/17/2026 Sterling Investment Counsel LLC34,567$7.19M2.0%+2,538.7%0.048%
4/17/2026 Brookstone Capital Management4,074$848K0.0%-3.5%0.006%
4/16/2026 Smith Salley Wealth Management45,847$9.54M0.5%+1.6%0.063%
4/16/2026 Southern Capital Advisors LLC32,796$6.82M3.2%-18.2%0.045%
3/17/2026Rockefeller Capital Management L.P.4,695$1.06M0.0%+13.2%0.006%
3/9/2026Corient Private Wealth LLC12,776$2.87M0.0%+2.5%0.018%
3/4/2026Rehmann Capital Advisory Group13,074$2.94M0.2%+6.6%0.018%
3/4/2026SHP Wealth Management4,033$907K0.1%N/A0.006%
3/2/2026 Sankala Group LLC1,727$374K0.3%N/A0.002%
2/27/2026 Instrumental Wealth LLC3,101$685K0.4%+5.9%0.004%
2/25/2026MidFirst Bank325$73K0.0%N/A0.000%
2/20/2026Sunbelt Securities Inc.18,015$4.05M0.3%-1.0%0.025%
2/20/2026Kovitz Investment Group Partners LLC120,334$27.04M0.6%-15.4%0.165%
2/19/2026Compound Planning Inc.3,093$695K0.0%-47.2%0.004%
2/19/2026Claris Financial LLC6,032$1.36M0.7%N/A0.008%
2/19/2026Corient Private Wealth LLC11,508$2.59M0.0%-7.6%0.016%
2/19/2026Jacobs Equity LLC12,434$2.79M2.7%N/A0.017%
2/18/2026Mercer Global Advisors Inc. ADV402,846$90.51M0.1%-16.0%0.552%
2/18/2026Summit Global Investments1,346$302K0.0%N/A0.002%
2/18/2026Beacon Pointe Advisors LLC2,458$552K0.0%+20.8%0.003%
2/18/2026EP Wealth Advisors LLC14,398$3.24M0.0%N/A0.020%
2/18/2026CacheTech Inc.34,463$7.74M1.4%+11.8%0.047%


FTEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTEC shares?

During the previous two years, 636 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 ($483.27M), Lido Advisors LLC ($466.74M), Charles Schwab Investment Management Inc. ($311.21M), Richard Bernstein Advisors LLC ($299.71M), CHURCHILL MANAGEMENT Corp ($238.74M), LPL Financial LLC ($156.08M), and AGF Management Ltd. ($153.28M).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 568 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 Raymond James Financial Inc. ($170.76K).

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

Institutional investors have bought a total of 4,311,776 shares in the last 24 months. This purchase volume represents approximately $907.15M in transactions.

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

Of the 275 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: Charles Schwab Investment Management Inc. ($774.46K), Bank of America Corp DE ($208.16K), Commonwealth Equity Services LLC ($192.35K), TBH Global Asset Management LLC ($146.53K), Kestra Advisory Services LLC ($144.08K), Kovitz Investment Group Partners LLC ($139.83K), and Vicus Capital ($108.77K).

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

Institutional investors have sold a total of 2,748,412 shares in the last 24 months. This volume of shares sold represents approximately $536.43M in transactions.


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