Fidelity MSCI Info Tech IndxFTECETF
13F holders, Q1 2025 (March 31)507holders −3
50new positions
52sold out
3famous investors
$160.31avg. 13F price*
At the end of Q1 2025, 507 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, down 3 from Q4 2024. 50 opened new positions and 52 sold out. The largest holders were Bank of America Corp. ($384.4M), Lido Advisors, LLC ($327.0M) and Charles Schwab Investment Management Inc. ($242.3M). 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 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $48.1M |
| Exits | 52 | $310.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,266,311 shares bought and 3,385,070 shares sold, net −2,118,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 507 holders
| Bank of America Corp. | 0.03% | Reduce -7.2% | 2,383,368 | $384.4M |
| Lido Advisors, LLC | 1.95% | Add +3.9% | 2,027,711 | $327.0M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -31.5% | 1,502,608 | $242.3M |
| Richard Bernstein Advisors LLC | 5.81% | Reduce -4.7% | 1,489,146 | $240.2M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -4.7% | 744,404 | $120.0M |
| Agf Management Ltd. | 0.52% | Add +2.8% | 607,962 | $98.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -6.1% | 532,308 | $85.8M |
| Two Sigma Investments, LP | 0.16% | Add +124.5% | 423,888 | $68.4M |
| LPL Financial LLC | 0.03% | Add +3.9% | 403,813 | $65.1M |
| Full Sail Capital, LLC | 3.81% | Reduce -7.0% | 365,197 | $58.9M |
| Morgan Stanley | 0.00% | Add +0.1% | 328,981 | $53.1M |
| Portfolio Strategies, Inc. | 5.97% | Add +0.6% | 239,179 | $38.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -8.2% | 231,403 | $37.3M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +15.1% | 217,130 | $35.0M |
| Kestra Investment Management, LLC | 0.67% | Add +11.4% | 214,133 | $34.5M |
| FMR LLC | 0.00% | Add +5.2% | 171,722 | $27.7M |
| Osaic Holdings, Inc. | 0.06% | Add +20.7% | 162,457 | $26.2M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -9.6% | 148,846 | $24.0M |
| CW Advisors, LLC | 0.29% | Add +0.1% | 147,933 | $23.9M |
| JPMorgan Chase & Co. | 0.00% | Add +31.0% | 121,591 | $19.6M |
| Stifel Financial Corp. | 0.02% | Reduce -3.4% | 116,231 | $18.7M |
| Advisory Services Network, LLC | 0.33% | Add +10.6% | 106,436 | $17.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -51.4% | 105,300 | $17.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.22% | New | 104,900 | $16.9M |
| Financial Partners Group, Inc | 2.59% | Reduce -0.7% | 104,087 | $16.8M |
| Atria Wealth Solutions, Inc. | 0.20% | Add +31.3% | 103,923 | $16.8M |
| Wells Fargo & Company | 0.00% | Add +0.1% | 98,248 | $15.8M |
| UBS Group AG | 0.00% | Add +5.1% | 97,021 | $15.6M |
| Raymond James Financial Inc. | 0.01% | Add +43.3% | 95,946 | $15.5M |
| Morningstar Investment Management LLC | 1.32% | Add +59.3% | 95,925 | $15.5M |
| Cetera Investment Advisers | 0.03% | Add +3.0% | 95,184 | $15.4M |
| Fischer Financial Services, Inc. | 4.94% | Add +0.7% | 95,160 | $15.3M |
| PFG Advisors | 0.78% | Add +1.9% | 86,411 | $13.9M |
| Armor Investment Advisors, LLC | 5.46% | Add +2.0% | 81,724 | $13.2M |
| Royal Bank of Canada | 0.00% | Reduce -3.6% | 80,994 | $13.1M |
| Eaton Financial Holdings Company, LLC | 4.79% | Add +0.8% | 71,484 | $11.5M |
| Freedom Investment Management, Inc. | 0.92% | Add +7.6% | 68,288 | $11.0M |
| MAI Capital Management | 0.08% | Add +1.4% | 65,609 | $10.6M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -65.8% | 61,392 | $9.9M |
| Independence Financial Advisors, LLC | 3.75% | — | 61,128 | $9.9M |
| Rwa Wealth Partners, LLC | 0.12% | Reduce -1.7% | 60,380 | $9.7M |
| Mariner, LLC | 0.02% | Reduce -3.5% | 59,416 | $9.6M |
| Yoder Wealth Management, Inc. | 5.12% | Add +15.7% | 56,380 | $9.1M |
| King Wealth Management Group | 1.38% | Reduce -2.3% | 56,286 | $9.1M |
| Kraft, Davis & Associates, LLC | 2.92% | Add +40.3% | 60,525 | $9.0M |
| Atlas Capital Advisors Inc. | 1.08% | Reduce -8.1% | 53,808 | $8.7M |
| TBH Global Asset Management, LLC | 1.62% | Add +1753.6% | 160,615 | $8.4M |
| MML Investors Services, LLC | 0.03% | Reduce -0.6% | 49,614 | $8.0M |
| Lifeworks Advisors, LLC | 1.30% | Add +169.8% | 48,446 | $7.8M |
| Goldstone Financial Group, LLC | 1.16% | Add +14.7% | 47,541 | $7.7M |
| Smith Salley Wealth Management | 0.48% | Add +2.2% | 45,752 | $7.4M |
| Susquehanna International Group, LLP | 0.01% | Add +41.4% | 42,455 | $6.8M |
| Southern Capital Advisors, LLC | 3.75% | Reduce -0.2% | 41,965 | $6.8M |
| NewEdge Advisors, LLC | 0.04% | Reduce -4.2% | 41,850 | $6.7M |
| Adams Wealth Management | 1.28% | New | 40,505 | $6.5M |
| CacheTech Inc. | 1.27% | New | 40,505 | $6.5M |
| Crumly & Associates Inc. | 1.79% | Reduce -1.7% | 40,273 | $6.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.94% | Add +2.0% | 38,055 | $6.1M |
| Traynor Capital Management, Inc. | 0.51% | Add +4.4% | 37,639 | $6.1M |
| Exchange Capital Management, Inc. | 0.96% | Reduce -2.5% | 36,813 | $5.9M |
| Snowden Capital Advisors LLC | 0.18% | Reduce -3.8% | 35,497 | $5.7M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -4.3% | 32,900 | $5.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.71% | Reduce -2.1% | 32,676 | $5.3M |
| Citigroup Inc. | 0.00% | Add +22.5% | 32,277 | $5.2M |
| Apexium Financial, LP | 0.30% | Add +50.0% | 31,662 | $5.1M |
| KDK Private Wealth Management, LLC | 5.77% | Reduce -0.7% | 31,432 | $5.1M |
| Court Place Advisors, LLC | 1.67% | Add +0.4% | 31,244 | $5.0M |
| Creative Planning | 0.00% | Reduce -4.6% | 30,864 | $5.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -60.6% | 30,620 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.2% | 30,468 | $4.9M |
| Primoris Wealth Advisors, LLC | 3.78% | Reduce -43.4% | 30,312 | $4.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.35% | Add +93.9% | 29,664 | $4.8M |
| Sigma Planning Corp | 0.15% | Reduce -7.4% | 28,754 | $4.6M |
| Financial Perspectives, Inc | 1.55% | Add +1.4% | 28,142 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -10.1% | 27,490 | $4.4M |
| CX Institutional | 0.17% | Add +29.4% | 27,248 | $4.4M |
| Quantinno Capital Management LP | 0.03% | Add +30.6% | 27,140 | $4.4M |
| Modern Wealth Management, LLC | 0.14% | Add +1.4% | 27,122 | $4.4M |
| Focus Partners Wealth | 0.01% | Add +11.3% | 26,918 | $4.3M |
| Claro Advisors Inc. | 0.57% | Add +8.4% | 26,463 | $4.3M |
| Aspetuck Financial Management LLC | 3.66% | Add +4.4% | 26,400 | $4.3M |
| Equitable Holdings, Inc. | 0.04% | Add +13.3% | 25,707 | $4.1M |
| Mowery & Schoenfeld Wealth Management, LLC | 8.10% | Reduce -29.4% | 25,627 | $4.1M |
| Jane Street Group, LLC | 0.01% | New | 23,766 | $3.8M |
| Lynch & Associates | 0.82% | Add +3.7% | 23,558 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +13.5% | 23,047 | $3.7M |
| Capital Planning LLC | 1.04% | Add +1.3% | 23,021 | $3.7M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +3.9% | 23,004 | $3.7M |
| Prospera Financial Services Inc | 0.09% | Reduce -5.4% | 22,976 | $3.7M |
| Heck Capital Advisors, LLC | 0.41% | Add +1.0% | 22,592 | $3.6M |
| Transcend Capital Advisors, LLC | 0.26% | Reduce -3.3% | 22,510 | $3.6M |
| WCG Wealth Advisors LLC | 0.26% | Reduce -2.4% | 21,471 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -8.7% | 21,329 | $3.4M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -8.7% | 21,329 | $3.4M |
| Fingerlakes Wealth Management, Inc. | 2.87% | Add +2.7% | 20,939 | $3.4M |
| Mgo One Seven LLC | 0.13% | Reduce -1.4% | 20,471 | $3.3M |
| Ameritas Advisory Services, LLC | 0.13% | Add +3.5% | 19,054 | $3.3M |
| Chicago Partners Investment Group LLC | 0.11% | Add +0.4% | 19,433 | $3.3M |
| Mokosak Advisory Group, LLC | 1.00% | Reduce -6.4% | 20,116 | $3.2M |
| Arkadios Wealth Advisors | 0.12% | Add +51.2% | 20,062 | $3.2M |
"% 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.