Fidelity MSCI Info Tech IndxFTECETF
13F holders, Q2 2024 (June 30)432holders +5
48new positions
36sold out
3famous investors
$171.33avg. 13F price*
At the end of Q2 2024, 432 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, up 5 from Q1 2024. 48 opened new positions and 36 sold out. The largest holders were Charles Schwab Investment Management Inc. ($393.7M), Lido Advisors, LLC ($318.1M) and CHURCHILL MANAGEMENT Corp ($218.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $48.9M |
| Exits | 36 | $24.4M |
All 13F filers, Q1 2024 → Q2 2024: 887,471 shares bought and 1,475,085 shares sold, net −587,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 432 holders
| Charles Schwab Investment Management Inc. | 0.08% | Reduce -28.9% | 2,295,416 | $393.7M |
| Lido Advisors, LLC | 2.64% | Add +3.2% | 1,854,833 | $318.1M |
| CHURCHILL MANAGEMENT Corp | 2.57% | Add +0.8% | 1,272,429 | $218.2M |
| Commonwealth Equity Services, LLC | 0.23% | Add +2.5% | 843,576 | $144.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -2.1% | 426,938 | $73.2M |
| Full Sail Capital, LLC | 4.75% | Reduce -2.2% | 412,111 | $70.7M |
| Morgan Stanley | 0.00% | Add +15.3% | 284,725 | $48.8M |
| LPL Financial LLC | 0.02% | Add +1.5% | 278,685 | $47.8M |
| Agf Management Ltd. | 0.25% | Add +18.4% | 263,567 | $45.2M |
| Portfolio Strategies, Inc. | 5.66% | Reduce -2.5% | 241,970 | $41.5M |
| Kestra Advisory Services, LLC | 0.18% | Add +67.3% | 188,198 | $31.8M |
| NorthCoast Asset Management LLC | 0.25% | New | 169,412 | $29.1M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -13.4% | 161,007 | $27.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -0.7% | 158,876 | $27.3M |
| FMR LLC | 0.00% | Add +12.3% | 153,654 | $26.4M |
| Kestra Investment Management, LLC | 1.58% | — | 135,699 | $23.3M |
| Bank of America Corp. | 0.00% | Add +65.1% | 135,561 | $23.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -17.8% | 128,495 | $22.1M |
| Advisory Services Network, LLC | 0.44% | Add +7.3% | 124,194 | $21.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.1% | 122,019 | $20.9M |
| Vicus Capital | 1.83% | Reduce -1.2% | 117,734 | $20.2M |
| Stifel Financial Corp. | 0.02% | Reduce -7.9% | 107,893 | $18.5M |
| Financial Partners Group, Inc | 2.90% | Reduce -0.8% | 107,159 | $18.4M |
| Wells Fargo & Company | 0.00% | Add +20.2% | 96,039 | $16.5M |
| Mowery & Schoenfeld Wealth Management, LLC | 21.22% | Add +54.9% | 86,157 | $14.8M |
| UBS Group AG | 0.00% | Reduce -2.7% | 83,624 | $14.3M |
| PFG Advisors | 0.94% | Add +3.8% | 81,341 | $14.0M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -6.7% | 80,714 | $13.8M |
| Crumly & Associates Inc. | 3.53% | Reduce -2.1% | 71,545 | $12.3M |
| Rwa Wealth Partners, LLC | 0.16% | Add +9.0% | 69,141 | $11.9M |
| Freedom Investment Management, Inc. | 0.95% | Reduce -15.1% | 67,844 | $11.6M |
| Halpern Financial, Inc. | 3.11% | Reduce -23.1% | 66,040 | $11.3M |
| Armor Investment Advisors, LLC | 4.97% | Add +0.5% | 62,764 | $10.8M |
| King Wealth Management Group | 1.72% | Reduce -1.0% | 60,052 | $10.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.5% | 58,065 | $10.0M |
| Atlas Capital Advisors Inc. | 1.28% | Add +2.7% | 57,408 | $9.8M |
| Mariner, LLC | 0.02% | Add +10.8% | 57,114 | $9.8M |
| Cetera Investment Advisers | 0.02% | Reduce -40.5% | 56,838 | $9.7M |
| Prudential Financial Inc. | 0.01% | Add +30.3% | 51,881 | $8.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +16.0% | 50,820 | $8.7M |
| Lifeworks Advisors, LLC | 2.30% | Reduce -8.3% | 48,052 | $8.2M |
| Smith Salley Wealth Management | 0.56% | Add +2.1% | 45,245 | $7.8M |
| NewEdge Advisors, LLC | 0.06% | Reduce -2.7% | 44,598 | $7.6M |
| Exchange Capital Management, Inc. | 1.23% | Reduce -1.1% | 43,888 | $7.5M |
| Traynor Capital Management, Inc. | 0.63% | Reduce -3.1% | 43,076 | $7.4M |
| Southern Capital Advisors, LLC | 4.56% | Add +3.9% | 43,074 | $7.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +29.1% | 41,604 | $7.1M |
| MML Investors Services, LLC | 0.03% | Reduce -2.1% | 41,117 | $7.1M |
| Kraft, Davis & Associates, LLC | 2.13% | Reduce -0.9% | 42,058 | $7.0M |
| IFP Advisors, Inc | 0.25% | Reduce -11.5% | 36,984 | $6.3M |
| Snowden Capital Advisors LLC | 0.19% | Reduce -2.2% | 36,722 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -13.5% | 35,965 | $6.2M |
| Personal Cfo Solutions, LLC | 0.93% | Reduce -1.3% | 35,360 | $6.1M |
| J.W. Cole Advisors, Inc. | 0.28% | Add +11.4% | 34,883 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Add +0.5% | 34,543 | $5.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.93% | Add +7.5% | 32,452 | $5.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.81% | Add +2.5% | 32,066 | $5.5M |
| Primoris Wealth Advisors, LLC | 4.39% | Reduce -7.0% | 32,014 | $5.5M |
| Yoder Wealth Management, Inc. | 3.50% | Add +10.9% | 31,542 | $5.4M |
| Brookstone Capital Management | 0.08% | Add +0.5% | 29,495 | $5.1M |
| GeoWealth Management, LLC | 0.21% | Add +175.5% | 28,576 | $4.9M |
| Allworth Financial LP | 0.03% | Reduce -1.8% | 28,603 | $4.9M |
| Creative Planning | 0.01% | Add +43.6% | 27,849 | $4.8M |
| Financial Perspectives, Inc | 1.74% | Reduce -1.4% | 27,490 | $4.7M |
| Court Place Advisors, LLC | 1.42% | Add +4.6% | 26,309 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +37.1% | 25,618 | $4.4M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +37.1% | 25,618 | $4.4M |
| Sigma Planning Corp | 0.14% | Reduce -16.4% | 25,195 | $4.3M |
| Beaumont Financial Advisors, LLC | 0.34% | Reduce -2.3% | 24,886 | $4.3M |
| Prospera Financial Services Inc | 0.12% | Add +2.0% | 24,378 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +39.8% | 24,295 | $4.2M |
| Stonebrook Private Inc. | 1.19% | Reduce -22.7% | 24,230 | $4.2M |
| Equitable Holdings, Inc. | 0.04% | Add +14.3% | 23,757 | $4.1M |
| Mokosak Advisory Group, LLC | 1.32% | Reduce -1.4% | 23,314 | $4.0M |
| Raymond James & Associates | 0.00% | Add +3.7% | 22,591 | $3.9M |
| Focus Partners Wealth | 0.01% | New | 22,362 | $3.8M |
| Heck Capital Advisors, LLC | 0.48% | Reduce -2.4% | 22,364 | $3.8M |
| Grant/GrossMendelsohn, LLC | 1.75% | New | 22,329 | $3.8M |
| Lynch & Associates | 0.85% | Add +3.1% | 22,030 | $3.8M |
| Mgo One Seven LLC | 0.18% | Reduce -3.4% | 21,578 | $3.7M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -0.4% | 20,782 | $3.6M |
| WCG Wealth Advisors LLC | 0.26% | Add +11.8% | 20,554 | $3.5M |
| Claro Advisors Inc. | 0.53% | Add +116.1% | 19,933 | $3.4M |
| Fingerlakes Wealth Management, Inc. | 3.06% | Add +13.3% | 19,881 | $3.4M |
| Capital Planning LLC | 1.02% | Add +44.9% | 19,823 | $3.4M |
| Chicago Partners Investment Group LLC | 0.12% | Reduce -2.0% | 19,576 | $3.2M |
| Royal Bank of Canada | 0.00% | Reduce -74.6% | 17,781 | $3.0M |
| TBH Global Asset Management, LLC | 0.66% | Reduce -41.8% | 17,249 | $3.0M |
| Anchor Investment Management, LLC | 0.30% | Add +0.1% | 17,178 | $2.9M |
| Citigroup Inc. | 0.00% | Add +1190.8% | 17,129 | $2.9M |
| Quantinno Capital Management LP | 0.05% | Add +3.9% | 17,059 | $2.9M |
| Brighton Jones LLC | 0.09% | Add +1.8% | 16,615 | $2.8M |
| Eley Financial Management, Inc | 1.20% | Reduce -2.5% | 16,539 | $2.8M |
| Ameritas Advisory Services, LLC | 0.11% | Add +5.9% | 16,255 | $2.8M |
| Ancora Advisors LLC | 0.07% | Reduce -0.3% | 16,122 | $2.8M |
| Navellier & Associates Inc. | 0.32% | No change | 16,100 | $2.8M |
| CX Institutional | 0.13% | Add +9.6% | 16,085 | $2.8M |
| Curi Capital, LLC | 0.06% | Reduce -6.3% | 15,695 | $2.7M |
| Secure Asset Management, LLC | 0.51% | Add +1.7% | 15,580 | $2.7M |
| CW Advisors, LLC | 0.04% | Add +57.8% | 15,332 | $2.6M |
"% 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.