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Fidelity MSCI Information Technology Index ETF (FTEC) Institutional Ownership

Fidelity MSCI Information Technology Index ETF logo
$273.89 0.00 (0.00%)
As of 07/2/2026 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)
408
Total
Institutional Inflows
(last 12 months)
$866.95M
Number of
Institutional Sellers
(last 12 months)
268
Total
Institutional Outflows
(last 12 months)
$651.65M
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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
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%
5/19/2026Eley Financial Management Inc15,597$3.25M1.1%+1.5%0.021%
5/19/2026NewEdge 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%
5/19/2026Arkadios 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%
5/18/2026Talon Private Wealth LLC1,523$317K0.0%N/A0.002%
5/18/2026Royal Bank of Canada58,694$12.21M0.0%-28.6%0.081%
5/18/2026Eley Financial Management Inc15,409$3.21M1.1%+0.3%0.021%
5/16/2026KCM Investment Advisors LLC2,947$613K0.0%-1.4%0.004%
5/16/2026Quantinno Capital Management LP50,899$10.59M0.0%+2.7%0.070%
5/15/2026Waverly Advisors LLC2,624$546K0.0%-84.3%0.004%
5/14/2026Morningstar Investment Management LLC117,953$24.54M1.5%+24.0%0.162%
5/14/2026Compound Planning Inc.2,793$581K0.0%-9.7%0.004%
5/14/2026Modern Wealth Management LLC7,277$1.53M0.0%-11.5%0.010%
5/14/2026Lido Advisors LLC2,175,818$452.68M1.4%+3.6%2.993%
5/13/2026Cetera Investment Advisers96,937$20.17M0.0%-11.9%0.133%
5/13/2026Aureus Asset Management LLC2,294$477K0.0%N/A0.003%
5/12/2026CacheTech Inc.29,907$6.22M1.2%-13.2%0.041%
5/8/2026Pacific Sun Financial Corp3,222$670K0.3%+23.8%0.004%
5/8/2026PNC Financial Services Group Inc.2,019$420K0.0%+6.8%0.003%
5/8/2026JSF Financial LLC6,187$1.29M0.3%-45.7%0.009%
5/7/2026Florida Financial Advisors LLC6,717$1.40M0.3%+6.6%0.009%
5/7/2026Parallel Advisors LLC4,350$905K0.0%-1.9%0.006%
5/6/2026Assetmark Inc.40,244$8.37M0.0%+5.5%0.055%
5/6/2026Main Street Group LTD606$126K0.0%N/A0.001%
5/6/2026SteelPeak Wealth LLC3,485$725K0.0%-96.8%0.005%
5/6/2026Independent Financial Group LLC6,052$1.26M0.0%N/A0.008%
5/6/2026Dahring Cusmano LLC16,126$3.36M2.1%+3.0%0.022%
5/6/2026Gaddis Premier Wealth Advisors LLC2,268$472K0.3%-2.3%0.003%
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5/5/2026Wealthfront Advisers LLC3,139$653K0.0%+9.2%0.004%
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%
5/5/2026Sigma Planning Corp32,602$6.78M0.2%-1.3%0.045%
5/5/2026Nwam LLC8,405$1.75M0.1%-12.0%0.012%
5/4/2026Calamos Advisors LLC2,400$499K0.0%N/A0.003%
5/4/2026Retirement Planning Group LLC5,721$1.19M0.0%+17.2%0.008%
5/4/2026Archer Investment Corp1,510$314K0.1%+138.2%0.002%
5/4/2026NWF Advisory Services Inc.1,861$387K0.0%+8.5%0.003%
5/4/2026Chicago Partners Investment Group LLC20,322$4.23M0.1%-2.2%0.028%
5/4/2026Uptick Partners LLC1,114$232K0.0%N/A0.002%
5/4/2026Lifeworks Advisors LLC56,848$11.83M1.5%+9.8%0.078%
5/2/2026CAP Partners LLC7,750$1.61M0.9%+1.1%0.011%
5/2/2026Anchor Investment Management LLC16,213$3.37M0.3%-5.3%0.022%
5/2/2026Valmark Advisers Inc.3,644$758K0.0%-2.6%0.005%
5/1/2026Fifth Third Bancorp5,327$1.11M0.0%+333.4%0.007%
5/1/2026Sovran Advisors LLC5,372$1.12M0.1%-4.9%0.007%
5/1/2026WealthShield Partners LLC913$190K0.0%-6.7%0.001%
5/1/2026Sequoia Financial Advisors LLC4,817$1.00M0.0%+11.3%0.007%
4/30/2026First Horizon Corp3,660$761K0.0%+2,261.3%0.005%
4/30/2026Ibex Wealth Advisors1,656$344K0.0%N/A0.002%
4/30/2026Kestra Advisory Services LLC183,454$38.17M0.1%+6.1%0.252%
4/30/2026Money Concepts Capital Corp6,338$1.32M0.1%+10.1%0.009%
4/30/2026Capital Planning LLC27,650$5.75M1.9%+16.9%0.038%
4/30/2026KDK Private Wealth Management LLC28,100$5.85M5.3%-2.4%0.039%
4/29/2026Ascent Advisors LLC5,447$1.13M1.8%N/A0.007%
4/29/2026Duncker Streett & Co. Inc.8,078$1.68M0.3%-3.6%0.011%
4/29/2026Armor Investment Advisors LLC57,065$11.87M4.3%+1.8%0.078%
4/29/2026Northwest Wealth Advisors LLC21,463$4.47M3.2%+17.5%0.030%
4/29/2026Integrated Advisors Network LLC22,457$4.67M0.2%+37.6%0.031%
4/29/2026Investment Advisory Services Group LLC19,977$4.16M3.6%-3.9%0.027%
4/29/2026Fischer Financial Services Inc.88,133$18.34M6.2%+1.8%0.121%
4/28/2026Busey Bank1,408$293K0.0%-11.3%0.002%
4/28/2026Bravias Capital Group LLC1,013$211K0.1%-42.1%0.001%
4/28/2026Mokosak Advisory Group LLC19,388$4.03M1.0%-0.8%0.027%
4/28/2026Walkner Condon Financial Advisors LLC969$202K0.0%+5.1%0.001%
4/28/2026Howe & Rusling Inc.779$162K0.0%-11.5%0.001%
4/28/2026WBH Advisory Inc.1,600$337K0.0%-6.7%0.002%
4/28/2026Wealthstar Advisors LLC5,318$1.11M0.5%-3.7%0.007%
4/27/2026HB Wealth Management LLC5,604$1.17M0.0%-4.4%0.008%
4/27/2026PFG Investments LLC1,632$340K0.0%+37.8%0.002%
4/27/2026BIP Wealth LLC2,214$461K0.0%-11.1%0.003%
4/27/2026Marotta Asset Management68,189$14.37M2.6%+67.0%0.094%
4/27/2026Private Advisor Group LLC12,135$2.53M0.0%-5.1%0.017%
4/27/2026Elevation Point Wealth Partners LLC10,223$2.13M0.0%-51.4%0.014%
4/25/2026Keybank National Association OH2,647$551K0.0%+14.2%0.004%
4/25/2026Physician Wealth Advisors Inc.993$207K0.0%-5.7%0.001%
4/24/2026Root Financial Partners LLC2,096$436K0.0%-2.4%0.003%
4/24/2026Essex Financial Services Inc.5,236$1.09M0.1%-1.9%0.007%
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4/24/2026Acorn Financial Advisory Services Inc. ADV9,251$1.93M0.3%+7.8%0.013%
4/23/2026Daviman Financial LLC1,005$209K0.1%+8.8%0.001%
4/23/2026Pathway Financial Advisers LLC1,298$270K0.1%+12.8%0.002%
4/23/2026Spinnaker Trust11,957$2.49M0.1%-2.9%0.016%
4/23/2026Catalina Capital Group LLC2,656$553K0.3%-2.6%0.004%
4/23/2026Apollon Wealth Management LLC1,254$261K0.0%+20.9%0.002%
4/23/2026Vicus Capital3,883$808K0.1%-96.6%0.005%
4/22/2026Patriot Financial Group Insurance Agency LLC1,280$267K0.0%N/A0.002%
4/22/2026Janney Montgomery Scott LLC14,534$3.02M0.0%-9.3%0.020%
4/22/2026Yoder Wealth Management Inc.98,083$20.41M9.3%+13.2%0.135%


FTEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 635 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 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 ($809.88K), 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 4,025,230 shares in the last 24 months. This purchase volume represents approximately $866.95M in transactions.

Of the 268 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 3,088,850 shares in the last 24 months. This volume of shares sold represents approximately $651.65M in transactions.


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This page (NYSEARCA:FTEC) was last updated on 7/5/2026 by MarketBeat.com Staff.
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