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Fidelity MSCI Information Technology Index ETF (FTEC) Institutional Ownership

Fidelity MSCI Information Technology Index ETF logo
$292.50 -0.94 (-0.32%)
As of 08/14/2026 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)
359
Total
Institutional Inflows
(last 12 months)
$662.59M
Number of
Institutional Sellers
(last 12 months)
240
Total
Institutional Outflows
(last 12 months)
$542.20M
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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
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$20.94M4.3%-2.3%0.104%
7/9/2026 Centurion Wealth Management LLC1,614$461K0.1%-38.9%0.002%
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%
5/19/2026Bank of America Corp DE981,242$204.15M0.0%-52.7%1.350%
5/19/2026Centaurus Financial Inc.3,231$672K0.0%-12.2%0.004%
5/19/2026 Arkadios Wealth Advisors19,751$4.11M0.1%-0.9%0.027%
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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%
5/18/2026Talon Private Wealth LLC1,523$317K0.0%N/A0.002%
5/18/2026Royal 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%
5/16/2026KCM 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%
5/15/2026Waverly 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%
5/14/2026Modern 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%
5/13/2026Aureus 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%
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%
5/4/2026Lifeworks Advisors LLC56,848$11.83M1.5%+9.8%0.078%
5/2/2026 CAP Partners LLC7,750$1.61M0.9%+1.1%0.011%
5/2/2026Anchor 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%
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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%
4/29/2026Ascent 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%


FTEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 628 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 554 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), Kestra Investment Management LLC ($278.88K), LPL Financial LLC ($226.39K), and Lido Advisors LLC ($185.55K).

Institutional investors have bought a total of 2,979,085 shares in the last 24 months. This purchase volume represents approximately $662.59M in transactions.

Of the 239 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 2,530,788 shares in the last 24 months. This volume of shares sold represents approximately $542.20M 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 8/12/2026. New 13F filings are added each quarter as they're published.
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