Fidelity MSCI Info Tech IndxFTECETF
13F holders, Q4 2024 (December 31)510holders +63
60new positions
24sold out
3famous investors
$184.90avg. 13F price*
At the end of Q4 2024, 510 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, up 63 from Q3 2024. 60 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($474.6M), Charles Schwab Investment Management Inc. ($405.4M) and Lido Advisors, LLC ($360.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Fidelity MSCI Info Tech Indx
- CUSIP
- 316092808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $82.9M |
| Exits | 24 | $20.0M |
All 13F filers, Q3 2024 → Q4 2024: 1,270,299 shares bought and 755,577 shares sold, net +514,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 510 holders
| Bank of America Corp. | 0.04% | Reduce -2.1% | 2,567,107 | $474.6M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -3.4% | 2,192,573 | $405.4M |
| Lido Advisors, LLC | 2.27% | Add +2.0% | 1,951,041 | $360.7M |
| Richard Bernstein Advisors LLC | 6.54% | Reduce -2.0% | 1,562,379 | $288.9M |
| CHURCHILL MANAGEMENT Corp | 2.61% | Add +0.6% | 1,291,314 | $238.7M |
| Commonwealth Equity Services, LLC | 0.21% | Add +0.1% | 781,459 | $144.5M |
| Agf Management Ltd. | 0.55% | Add +2.9% | 591,343 | $109.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -17.4% | 567,041 | $104.8M |
| Full Sail Capital, LLC | 4.62% | Reduce -3.0% | 392,495 | $72.6M |
| LPL Financial LLC | 0.03% | Add +47.6% | 388,608 | $71.8M |
| Morgan Stanley | 0.00% | Add +7.8% | 328,495 | $60.7M |
| SteelPeak Wealth, LLC | 2.20% | New | 287,134 | $53.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +15.1% | 252,169 | $46.6M |
| Portfolio Strategies, Inc. | 6.24% | Reduce -0.2% | 237,837 | $44.0M |
| Ameriprise Financial Inc. | 0.01% | Add +242.7% | 216,721 | $40.1M |
| Kestra Investment Management, LLC | 1.40% | Add +13.9% | 192,219 | $35.5M |
| Two Sigma Investments, LP | 0.08% | Reduce -15.2% | 188,788 | $34.9M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +12.9% | 188,676 | $34.9M |
| NorthCoast Asset Management LLC | 0.16% | Add +22.1% | 179,458 | $33.2M |
| Kestra Advisory Services, LLC | 0.17% | Add +12.5% | 164,734 | $30.5M |
| FMR LLC | 0.00% | Add +2.4% | 163,191 | $30.2M |
| CW Advisors, LLC | 0.38% | Add +12.9% | 147,771 | $27.3M |
| Osaic Holdings, Inc. | 0.06% | Add +2.4% | 134,560 | $24.9M |
| Stifel Financial Corp. | 0.02% | Reduce -0.2% | 120,345 | $22.2M |
| Vicus Capital | 1.88% | Add +3.3% | 114,245 | $21.1M |
| Financial Partners Group, Inc | 2.83% | Reduce -1.1% | 104,819 | $19.4M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 98,133 | $18.1M |
| Advisory Services Network, LLC | 0.33% | Reduce -22.5% | 96,250 | $17.8M |
| Fischer Financial Services, Inc. | 5.50% | — | 94,510 | $17.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -27.8% | 92,841 | $17.2M |
| Cetera Investment Advisers | 0.04% | Add +3.7% | 92,457 | $17.1M |
| UBS Group AG | 0.00% | Add +6.2% | 92,306 | $17.1M |
| PFG Advisors | 0.96% | Reduce -2.4% | 84,780 | $15.7M |
| Royal Bank of Canada | 0.00% | Reduce -1.6% | 84,004 | $15.5M |
| Armor Investment Advisors, LLC | 6.09% | Add +1.6% | 80,129 | $14.8M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -12.1% | 79,130 | $14.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -21.0% | 77,640 | $14.5M |
| Eaton Financial Holdings Company, LLC | 5.05% | Add +0.2% | 70,920 | $13.1M |
| Raymond James Financial Inc. | 0.00% | — | 66,946 | $12.4M |
| MAI Capital Management | 0.09% | Add +2307.5% | 64,737 | $12.0M |
| Freedom Investment Management, Inc. | 0.97% | Add +6.3% | 63,445 | $11.7M |
| Mariner, LLC | 0.02% | Add +3.0% | 61,578 | $11.4M |
| Rwa Wealth Partners, LLC | 0.14% | Reduce -1.1% | 61,408 | $11.4M |
| Morningstar Investment Management LLC | 0.88% | Add +18.7% | 60,223 | $11.1M |
| Atlas Capital Advisors Inc. | 1.38% | Reduce -0.9% | 58,566 | $10.8M |
| King Wealth Management Group | 1.55% | Reduce -0.5% | 57,580 | $10.6M |
| Primoris Wealth Advisors, LLC | 7.55% | Add +92.8% | 53,567 | $9.9M |
| MML Investors Services, LLC | 0.03% | Reduce -2.4% | 49,933 | $9.2M |
| Yoder Wealth Management, Inc. | 4.98% | Add +27.9% | 48,728 | $9.0M |
| Smith Salley Wealth Management | 0.53% | Reduce -4.0% | 44,767 | $8.3M |
| NewEdge Advisors, LLC | 0.05% | Add +3.2% | 43,674 | $8.1M |
| Kraft, Davis & Associates, LLC | 2.29% | Add +4.5% | 43,148 | $8.0M |
| Southern Capital Advisors, LLC | 4.30% | Reduce -2.5% | 42,038 | $7.8M |
| Goldstone Financial Group, LLC | 1.20% | New | 41,456 | $7.7M |
| Crumly & Associates Inc. | 2.06% | Reduce -1.6% | 40,977 | $7.6M |
| Exchange Capital Management, Inc. | 1.11% | Reduce -8.3% | 37,775 | $7.0M |
| J.W. Cole Advisors, Inc. | 0.28% | Add +8.1% | 37,697 | $7.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.02% | Add +8.1% | 37,300 | $6.9M |
| Snowden Capital Advisors LLC | 0.21% | Add +3.5% | 36,903 | $6.8M |
| Mowery & Schoenfeld Wealth Management, LLC | 13.04% | Reduce -43.7% | 36,283 | $6.7M |
| Traynor Capital Management, Inc. | 0.52% | Reduce -6.7% | 36,067 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -0.9% | 34,386 | $6.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.83% | Add +1.1% | 33,385 | $6.2M |
| Creative Planning | 0.01% | Add +41.3% | 32,357 | $6.0M |
| KDK Private Wealth Management, LLC | 6.08% | — | 31,637 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.9% | 31,465 | $5.8M |
| Court Place Advisors, LLC | 1.87% | Reduce -0.2% | 31,124 | $5.8M |
| Sigma Planning Corp | 0.18% | Add +10.0% | 31,046 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +28.4% | 30,581 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Add +101.4% | 30,019 | $5.5M |
| Financial Perspectives, Inc | 1.72% | Add +0.3% | 27,749 | $5.1M |
| Modern Wealth Management, LLC | 0.18% | New | 26,740 | $4.9M |
| Beaumont Financial Advisors, LLC | 0.37% | Add +3.5% | 26,544 | $4.9M |
| Citigroup Inc. | 0.00% | Add +0.1% | 26,357 | $4.9M |
| Aspetuck Financial Management LLC | 3.64% | — | 25,295 | $4.7M |
| GeoWealth Management, LLC | 0.15% | Add +7.8% | 24,647 | $4.6M |
| Atria Investments, Inc | 0.06% | Reduce -5.2% | 24,516 | $4.5M |
| Claro Advisors Inc. | 0.61% | Add +5.7% | 24,412 | $4.5M |
| Prospera Financial Services Inc | 0.10% | Reduce -3.4% | 24,294 | $4.5M |
| Focus Partners Wealth | 0.01% | Add +19.7% | 24,182 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -6.8% | 23,361 | $4.3M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -6.8% | 23,361 | $4.3M |
| Transcend Capital Advisors, LLC | 0.31% | Reduce -1.5% | 23,270 | $4.3M |
| Capital Planning LLC | 1.10% | Add +9.6% | 22,730 | $4.2M |
| Lynch & Associates | 0.91% | Reduce -0.6% | 22,727 | $4.2M |
| Equitable Holdings, Inc. | 0.04% | Reduce -12.0% | 22,691 | $4.2M |
| Heck Capital Advisors, LLC | 0.47% | Reduce -0.4% | 22,364 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +15.2% | 22,133 | $4.1M |
| WCG Wealth Advisors LLC | 0.27% | Add +3.4% | 21,994 | $4.1M |
| Mokosak Advisory Group, LLC | 1.19% | Reduce -2.4% | 21,491 | $4.0M |
| Apexium Financial, LP | 0.24% | Add +160.7% | 21,113 | $3.9M |
| CX Institutional | 0.15% | Add +39.1% | 21,059 | $3.9M |
| Marotta Asset Management | 0.81% | Add +20.2% | 20,949 | $3.9M |
| Quantinno Capital Management LP | 0.04% | Add +0.3% | 20,789 | $3.8M |
| Mgo One Seven LLC | 0.15% | Reduce -2.6% | 20,769 | $3.8M |
| Fingerlakes Wealth Management, Inc. | 3.04% | Add +4.5% | 20,382 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -19.0% | 20,308 | $3.8M |
| Chicago Partners Investment Group LLC | 0.12% | Reduce -0.0% | 19,359 | $3.6M |
| Maxele Advisors, LLC | 3.40% | — | 19,300 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.2% | 19,133 | $3.5M |
"% 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.