Fidelity MSCI Info Tech IndxFTECETF
13F holders, Q1 2024 (March 31)427holders
2famous investors
$155.79avg. 13F price*
At the end of Q1 2024, 427 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings. The largest holders were Charles Schwab Investment Management Inc. ($502.8M), Lido Advisors, LLC ($280.0M) and CHURCHILL MANAGEMENT Corp ($196.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity MSCI Info Tech Indx
- CUSIP
- 316092808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $228.7M |
| Exits | 36 | $41.5M |
Ownership 427 holders
| Charles Schwab Investment Management Inc. | 0.12% | Reduce -3.1% | 3,226,069 | $502.8M |
| Lido Advisors, LLC | 2.52% | Add +5.1% | 1,796,708 | $280.0M |
| CHURCHILL MANAGEMENT Corp | 2.45% | New | 1,262,154 | $196.7M |
| Commonwealth Equity Services, LLC | 0.21% | Add +1.8% | 823,425 | $128.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +3.9% | 435,984 | $67.9M |
| Full Sail Capital, LLC | 4.58% | Reduce -3.0% | 421,522 | $65.7M |
| LPL Financial LLC | 0.02% | Add +9.8% | 274,668 | $42.8M |
| Portfolio Strategies, Inc. | 2.63% | Add +1.3% | 248,095 | $38.6M |
| Morgan Stanley | 0.00% | Add +1.4% | 246,949 | $38.5M |
| Agf Management Ltd. | 0.19% | Add +50.3% | 222,657 | $34.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -5.2% | 186,030 | $29.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +42.5% | 159,978 | $24.9M |
| Connectus Wealth, LLC | 0.67% | Add +226.0% | 157,361 | $24.5M |
| Osaic Holdings, Inc. | 0.05% | Reduce -7.5% | 156,270 | $24.4M |
| FMR LLC | 0.00% | Add +11.3% | 136,848 | $21.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.3% | 125,962 | $19.6M |
| Vicus Capital | 1.69% | Add +0.1% | 119,133 | $18.6M |
| Stifel Financial Corp. | 0.02% | Add +2.3% | 117,100 | $18.2M |
| Advisory Services Network, LLC | 0.40% | Reduce -1.0% | 115,717 | $18.0M |
| Kestra Advisory Services, LLC | 0.12% | Add +9.9% | 112,498 | $17.5M |
| Financial Partners Group, Inc | 2.68% | Reduce -3.4% | 108,011 | $16.8M |
| Cetera Investment Advisers | 0.04% | Add +130.8% | 95,511 | $14.9M |
| Atria Wealth Solutions, Inc. | 0.15% | Add +2.6% | 86,541 | $13.5M |
| UBS Group AG | 0.00% | Add +13.3% | 85,914 | $13.4M |
| Halpern Financial, Inc. | 3.86% | Reduce -10.5% | 85,906 | $13.3M |
| Bank of America Corp. | 0.00% | Add +4.4% | 82,092 | $12.8M |
| Freedom Investment Management, Inc. | 1.00% | Reduce -8.2% | 79,911 | $12.5M |
| Wells Fargo & Company | 0.00% | Reduce -14.9% | 79,900 | $12.5M |
| PFG Advisors | 0.89% | Add +4.7% | 78,374 | $12.2M |
| Crumly & Associates Inc. | 2.99% | Add +0.4% | 73,064 | $11.4M |
| Royal Bank of Canada | 0.00% | Add +203.0% | 69,987 | $10.9M |
| Rwa Wealth Partners, LLC | 0.13% | Reduce -1.9% | 63,426 | $9.9M |
| Armor Investment Advisors, LLC | 4.68% | Reduce -3.3% | 62,432 | $9.7M |
| Eaton Financial Holdings Company, LLC | 5.01% | Add +2.7% | 61,889 | $9.6M |
| King Wealth Management Group | 1.66% | Reduce -1.9% | 60,678 | $9.5M |
| Ameriprise Financial Inc. | 0.00% | Add +11.0% | 58,325 | $9.1M |
| Atlas Capital Advisors Inc. | 1.36% | Add +11.3% | 55,885 | $8.7M |
| Mowery & Schoenfeld Wealth Management, LLC | 16.70% | Add +3.7% | 55,613 | $8.7M |
| Lifeworks Advisors, LLC | 2.29% | Add +5.5% | 52,386 | $8.2M |
| Mariner, LLC | 0.02% | Reduce -0.6% | 51,555 | $8.0M |
| NewEdge Advisors, LLC | 0.06% | Add +11.9% | 45,848 | $7.1M |
| Traynor Capital Management, Inc. | 0.66% | Add +6.1% | 44,454 | $6.9M |
| Exchange Capital Management, Inc. | 1.12% | Reduce -1.8% | 44,366 | $6.9M |
| Smith Salley Wealth Management | 0.54% | Reduce -9.4% | 44,300 | $6.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +65.2% | 43,820 | $6.8M |
| Kraft, Davis & Associates, LLC | 1.98% | Reduce -46.3% | 42,437 | $6.6M |
| MML Investors Services, LLC | 0.03% | Reduce -8.5% | 41,984 | $6.5M |
| IFP Advisors, Inc | 0.29% | Add +843.5% | 41,788 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | New | 41,561 | $6.5M |
| Southern Capital Advisors, LLC | 3.92% | Add +24.1% | 41,444 | $6.5M |
| Prudential Financial Inc. | 0.01% | Add +10.3% | 39,825 | $6.2M |
| Snowden Capital Advisors LLC | 0.18% | Reduce -1.8% | 37,535 | $5.8M |
| Personal Cfo Solutions, LLC | 0.87% | Reduce -1.7% | 35,828 | $5.6M |
| Primoris Wealth Advisors, LLC | 4.32% | Add +0.5% | 34,443 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +5.7% | 34,388 | $5.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +2.4% | 32,217 | $5.0M |
| Stonebrook Private Inc. | 1.43% | Reduce -3.7% | 31,345 | $4.9M |
| J.W. Cole Advisors, Inc. | 0.25% | Reduce -15.3% | 31,303 | $4.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.78% | New | 31,292 | $4.9M |
| Hartline Investment Corp./ | 0.83% | New | 30,193 | $4.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.83% | Add +19.4% | 30,193 | $4.7M |
| Sigma Planning Corp | 0.15% | Add +132.8% | 30,139 | $4.7M |
| TBH Global Asset Management, LLC | 0.92% | Add +1.0% | 29,647 | $4.6M |
| Brookstone Capital Management | 0.08% | Add +3.1% | 29,361 | $4.6M |
| Allworth Financial LP | 0.03% | Reduce -2.3% | 29,139 | $4.5M |
| Yoder Wealth Management, Inc. | 2.89% | Add +3.2% | 28,445 | $4.4M |
| Financial Perspectives, Inc | 1.65% | Add +0.0% | 27,868 | $4.3M |
| CoreCap Advisors, LLC | 0.22% | Add +63.8% | 26,520 | $4.1M |
| Beaumont Financial Advisors, LLC | 0.33% | Reduce -7.9% | 25,464 | $4.0M |
| Court Place Advisors, LLC | 1.26% | Reduce -5.0% | 25,149 | $3.9M |
| Prospera Financial Services Inc | 0.11% | Reduce -6.9% | 23,910 | $3.7M |
| Mokosak Advisory Group, LLC | 1.22% | Reduce -7.9% | 23,642 | $3.7M |
| Heck Capital Advisors, LLC | 0.54% | Add +0.9% | 22,911 | $3.6M |
| Mgo One Seven LLC | 0.18% | Reduce -4.8% | 22,325 | $3.5M |
| Raymond James & Associates | 0.00% | Add +9.1% | 21,788 | $3.4M |
| Lynch & Associates | 0.77% | Add +8.9% | 21,361 | $3.3M |
| Atria Investments, Inc | 0.05% | Add +8.9% | 21,094 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +2.0% | 20,860 | $3.3M |
| Equitable Holdings, Inc. | 0.04% | Add +11.6% | 20,778 | $3.2M |
| Creative Planning | 0.00% | Add +7.6% | 19,399 | $3.0M |
| Chicago Partners Investment Group LLC | 0.12% | Reduce -1.9% | 19,970 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -5.2% | 18,783 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +86.1% | 18,685 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +86.1% | 18,685 | $2.9M |
| WCG Wealth Advisors LLC | 0.24% | Add +55.3% | 18,391 | $2.9M |
| Lincoln National Corp. | 0.04% | Add +1.5% | 17,583 | $2.7M |
| Idaho Trust Co | 2.64% | New | 17,550 | $2.7M |
| Fingerlakes Wealth Management, Inc. | 2.64% | Add +21.0% | 17,550 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.7% | 17,382 | $2.7M |
| Anchor Investment Management, LLC | 0.28% | No change | 17,164 | $2.7M |
| Eley Financial Management, Inc | 1.14% | Reduce -1.5% | 16,959 | $2.6M |
| Curi Capital, LLC | 0.06% | No change | 16,751 | $2.6M |
| Quantinno Capital Management LP | 0.06% | New | 16,422 | $2.6M |
| Brighton Jones LLC | 0.09% | Reduce -6.3% | 16,327 | $2.5M |
| Ancora Advisors LLC | 0.06% | Reduce -2.6% | 16,178 | $2.5M |
| EPG Wealth Management LLC | 0.62% | Reduce -1.9% | 16,159 | $2.5M |
| Navellier & Associates Inc. | 0.31% | Reduce -13.4% | 16,100 | $2.5M |
| PGIM Custom Harvest LLC | 0.06% | Reduce -46.8% | 15,867 | $2.5M |
| Maltin Wealth Management, Inc. | 1.34% | Add +0.7% | 15,338 | $2.4M |
| Secure Asset Management, LLC | 0.56% | Add +42.0% | 15,320 | $2.4M |
"% of holder's portfolio" is FTEC's weight in each manager's 13F, not the share of Fidelity MSCI Info Tech Indx the manager owns.