Fidelity MSCI Info Tech IndxFTECETF
13F holders, Q3 2024 (September 30)447holders +15
52new positions
38sold out
1famous investor
$174.40avg. 13F price*
At the end of Q3 2024, 447 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, up 15 from Q2 2024. 52 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($457.6M), Charles Schwab Investment Management Inc. ($395.9M) and Lido Advisors, LLC ($333.9M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Fidelity MSCI Info Tech Indx
- CUSIP
- 316092808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $318.1M |
| Exits | 38 | $8.9M |
All 13F filers, Q2 2024 → Q3 2024: 5,854,274 shares bought and 505,149 shares sold, net +5,349,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 447 holders
| Bank of America Corp. | 0.04% | Add +1834.5% | 2,622,393 | $457.6M |
| Charles Schwab Investment Management Inc. | 0.08% | Reduce -1.2% | 2,268,859 | $395.9M |
| Lido Advisors, LLC | 2.53% | Add +3.2% | 1,913,601 | $333.9M |
| Richard Bernstein Advisors LLC | 5.97% | New | 1,594,604 | $278.3M |
| CHURCHILL MANAGEMENT Corp | 2.57% | Add +0.9% | 1,283,340 | $223.9M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -7.4% | 780,942 | $136.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +60.8% | 686,462 | $119.8M |
| Agf Management Ltd. | 0.51% | Add +118.1% | 574,829 | $100.3M |
| Full Sail Capital, LLC | 4.52% | Reduce -1.8% | 404,512 | $70.6M |
| Morgan Stanley | 0.00% | Add +7.1% | 304,862 | $53.2M |
| LPL Financial LLC | 0.02% | Reduce -5.5% | 263,268 | $45.9M |
| Portfolio Strategies, Inc. | 5.61% | Reduce -1.5% | 238,254 | $41.6M |
| Two Sigma Investments, LP | 0.09% | Add +6086.1% | 222,700 | $38.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +37.9% | 219,030 | $38.2M |
| Kestra Investment Management, LLC | 1.26% | Add +24.4% | 168,770 | $29.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +3.8% | 167,112 | $29.2M |
| FMR LLC | 0.00% | Add +3.7% | 159,393 | $27.8M |
| NorthCoast Asset Management LLC | 0.18% | Reduce -13.2% | 147,041 | $25.6M |
| Kestra Advisory Services, LLC | 0.14% | Reduce -22.2% | 146,421 | $25.6M |
| Osaic Holdings, Inc. | 0.05% | Add +2.2% | 131,360 | $23.0M |
| CW Advisors, LLC | 0.30% | Add +753.3% | 130,825 | $22.8M |
| JPMorgan Chase & Co. | 0.00% | Add +5.4% | 128,648 | $22.4M |
| Advisory Services Network, LLC | 0.44% | No change | 124,194 | $21.3M |
| Stifel Financial Corp. | 0.02% | Add +11.8% | 120,574 | $21.0M |
| Vicus Capital | 1.71% | Reduce -6.1% | 110,584 | $19.3M |
| Financial Partners Group, Inc | 2.74% | Reduce -1.1% | 105,954 | $18.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +93.5% | 98,320 | $17.1M |
| Wells Fargo & Company | 0.00% | Add +1.2% | 97,196 | $17.0M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +11.6% | 90,059 | $15.7M |
| Cetera Investment Advisers | 0.03% | Add +56.9% | 89,196 | $15.6M |
| UBS Group AG | 0.00% | Add +4.0% | 86,925 | $15.2M |
| PFG Advisors | 0.96% | Add +6.8% | 86,868 | $15.2M |
| Royal Bank of Canada | 0.00% | Add +380.1% | 85,374 | $14.9M |
| Armor Investment Advisors, LLC | 5.70% | Add +25.7% | 78,869 | $13.8M |
| Eaton Financial Holdings Company, LLC | 5.02% | — | 70,759 | $12.3M |
| Mowery & Schoenfeld Wealth Management, LLC | 17.78% | Reduce -25.2% | 64,481 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Add +8.9% | 63,242 | $11.0M |
| Rwa Wealth Partners, LLC | 0.14% | Reduce -10.2% | 62,089 | $10.8M |
| Halpern Financial, Inc. | 2.74% | Reduce -5.8% | 62,205 | $10.6M |
| Mariner, LLC | 0.02% | Add +4.7% | 59,770 | $10.4M |
| Freedom Investment Management, Inc. | 0.83% | Reduce -12.0% | 59,683 | $10.4M |
| Atlas Capital Advisors Inc. | 1.58% | Add +3.0% | 59,121 | $10.3M |
| King Wealth Management Group | 1.57% | Reduce -3.6% | 57,858 | $10.1M |
| Morningstar Investment Management LLC | 0.91% | New | 50,718 | $9.2M |
| MML Investors Services, LLC | 0.03% | Add +24.4% | 51,150 | $8.9M |
| Prudential Financial Inc. | 0.01% | Reduce -1.5% | 51,123 | $8.9M |
| Lifeworks Advisors, LLC | 1.61% | Reduce -2.4% | 46,915 | $8.2M |
| Smith Salley Wealth Management | 0.53% | Add +3.1% | 46,643 | $8.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +3.8% | 43,170 | $7.5M |
| Southern Capital Advisors, LLC | 4.23% | Add +0.1% | 43,120 | $7.5M |
| NewEdge Advisors, LLC | 0.05% | Reduce -5.1% | 42,312 | $7.4M |
| Crumly & Associates Inc. | 2.01% | Reduce -41.8% | 41,664 | $7.3M |
| Exchange Capital Management, Inc. | 1.14% | Reduce -6.2% | 41,191 | $7.2M |
| Kraft, Davis & Associates, LLC | 2.14% | Reduce -1.9% | 41,279 | $7.2M |
| Traynor Capital Management, Inc. | 0.55% | Reduce -10.3% | 38,647 | $6.7M |
| Yoder Wealth Management, Inc. | 3.99% | Add +20.8% | 38,110 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +578.0% | 34,708 | $6.4M |
| Snowden Capital Advisors LLC | 0.19% | Reduce -2.9% | 35,662 | $6.2M |
| J.W. Cole Advisors, Inc. | 0.26% | Reduce -0.0% | 34,870 | $6.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.91% | Add +6.3% | 34,502 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.1% | 33,810 | $5.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.77% | Add +3.0% | 33,025 | $5.8M |
| Personal Cfo Solutions, LLC | 0.78% | Reduce -9.7% | 31,935 | $5.6M |
| Raymond James & Associates | 0.00% | Add +40.5% | 31,741 | $5.5M |
| Court Place Advisors, LLC | 1.59% | Add +18.5% | 31,174 | $5.4M |
| Brookstone Capital Management | 0.08% | Add +2.9% | 30,346 | $5.3M |
| IFP Advisors, Inc | 0.18% | Reduce -21.8% | 28,905 | $5.0M |
| Sigma Planning Corp | 0.15% | Add +12.0% | 28,227 | $4.9M |
| Financial Perspectives, Inc | 1.67% | Add +0.6% | 27,652 | $4.8M |
| Primoris Wealth Advisors, LLC | 3.49% | Reduce -13.2% | 27,783 | $4.8M |
| Citigroup Inc. | 0.00% | Add +53.8% | 26,335 | $4.6M |
| Atria Investments, Inc | 0.06% | Add +136.8% | 25,848 | $4.5M |
| Equitable Holdings, Inc. | 0.04% | Add +8.5% | 25,784 | $4.5M |
| Beaumont Financial Advisors, LLC | 0.35% | Add +3.0% | 25,639 | $4.5M |
| Prospera Financial Services Inc | 0.11% | Add +3.1% | 25,141 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -2.1% | 25,078 | $4.4M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -2.1% | 25,078 | $4.4M |
| Bank of New York Mellon Corp | 0.00% | Add +479.4% | 25,067 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.9% | 23,823 | $4.2M |
| Transcend Capital Advisors, LLC | 0.28% | New | 23,614 | $4.1M |
| Claro Advisors Inc. | 0.52% | Add +15.9% | 23,096 | $4.0M |
| Creative Planning | 0.00% | Reduce -17.8% | 22,905 | $4.0M |
| Lynch & Associates | 0.84% | Add +3.8% | 22,873 | $4.0M |
| GeoWealth Management, LLC | 0.14% | Reduce -20.0% | 22,855 | $4.0M |
| Heck Capital Advisors, LLC | 0.45% | Add +0.4% | 22,456 | $3.9M |
| Mokosak Advisory Group, LLC | 1.15% | Reduce -5.5% | 22,028 | $3.8M |
| Mgo One Seven LLC | 0.16% | Reduce -1.1% | 21,335 | $3.7M |
| WCG Wealth Advisors LLC | 0.25% | Add +3.5% | 21,272 | $3.7M |
| Quantinno Capital Management LP | 0.05% | Add +21.6% | 20,738 | $3.6M |
| Capital Planning LLC | 1.01% | Add +4.6% | 20,732 | $3.6M |
| Focus Partners Wealth | 0.01% | Reduce -9.7% | 20,203 | $3.5M |
| Chicago Partners Investment Group LLC | 0.12% | Reduce -1.1% | 19,364 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +37.4% | 19,569 | $3.4M |
| Fingerlakes Wealth Management, Inc. | 2.83% | Reduce -1.9% | 19,504 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -7.5% | 19,215 | $3.4M |
| Meridian Wealth Management, LLC | 0.17% | New | 19,319 | $3.4M |
| Ancora Advisors LLC | 0.08% | Add +18.5% | 19,101 | $3.3M |
| Allworth Financial LP | 0.02% | Reduce -34.9% | 18,628 | $3.3M |
| Stonebrook Private Inc. | 0.85% | Reduce -24.3% | 18,340 | $3.2M |
| Marotta Asset Management | 0.60% | Add +23.3% | 17,429 | $3.0M |
"% 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.