Fidelity MSCI Info Tech IndxFTECETF
13F holders, Q2 2025 (June 30)546holders +39
70new positions
31sold out
3famous investors
$196.74avg. 13F price*
At the end of Q2 2025, 546 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, up 39 from Q1 2025. 70 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($443.4M), Lido Advisors, LLC ($412.7M) and Charles Schwab Investment Management Inc. ($290.7M). 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 Cliff Asness (0.0% of AQR Capital 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $57.6M |
| Exits | 31 | $99.2M |
All 13F filers, Q1 2025 → Q2 2025: 1,570,776 shares bought and 1,413,544 shares sold, net +157,232 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 546 holders
| Bank of America Corp. | 0.04% | Reduce -5.7% | 2,248,350 | $443.4M |
| Lido Advisors, LLC | 2.19% | Add +3.2% | 2,092,518 | $412.7M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -1.9% | 1,474,021 | $290.7M |
| Richard Bernstein Advisors LLC | 6.84% | Reduce -5.5% | 1,406,475 | $277.4M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -11.3% | 660,567 | $130.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +23.9% | 659,540 | $130.1M |
| Agf Management Ltd. | 0.56% | Add +1.5% | 617,076 | $121.7M |
| LPL Financial LLC | 0.04% | Add +36.7% | 552,163 | $108.9M |
| Full Sail Capital, LLC | 4.34% | Add +4.3% | 380,912 | $75.1M |
| Morgan Stanley | 0.00% | Add +2.2% | 336,084 | $66.3M |
| Kestra Advisory Services, LLC | 0.30% | Add +107.3% | 308,500 | $60.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +26.6% | 292,925 | $57.8M |
| Portfolio Strategies, Inc. | 6.22% | Add +1.3% | 242,337 | $47.8M |
| Kestra Investment Management, LLC | 1.45% | Add +13.0% | 241,903 | $47.7M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -5.5% | 205,306 | $40.5M |
| FMR LLC | 0.00% | Add +2.6% | 176,127 | $34.7M |
| Osaic Holdings, Inc. | 0.06% | Add +5.0% | 170,659 | $33.7M |
| Raymond James Financial Inc. | 0.01% | Add +43.1% | 137,335 | $27.1M |
| JPMorgan Chase & Co. | 0.00% | Add +11.4% | 135,518 | $26.7M |
| Morningstar Investment Management LLC | 2.09% | Add +26.1% | 120,949 | $23.9M |
| Stifel Financial Corp. | 0.02% | Add +1.0% | 117,420 | $23.2M |
| NorthCoast Asset Management LLC | 0.10% | Add +85.0% | 113,572 | $22.4M |
| CW Advisors, LLC | 0.21% | Reduce -24.8% | 111,313 | $22.0M |
| UBS Group AG | 0.00% | Add +12.2% | 108,807 | $21.5M |
| Financial Partners Group, Inc | 2.97% | Add +4.5% | 108,759 | $21.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.24% | No change | 104,900 | $20.7M |
| Fischer Financial Services, Inc. | 5.53% | Add +0.2% | 95,341 | $18.8M |
| Cetera Investment Advisers | 0.03% | Reduce -6.0% | 89,474 | $17.6M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +4004.6% | 86,073 | $17.0M |
| Armor Investment Advisors, LLC | 6.14% | Add +1.0% | 82,569 | $16.3M |
| Wells Fargo & Company | 0.00% | Reduce -16.3% | 82,213 | $16.2M |
| HighTower Advisors, LLC | 0.02% | Add +156.8% | 78,227 | $15.4M |
| Royal Bank of Canada | 0.00% | Reduce -5.7% | 76,374 | $15.1M |
| Eaton Financial Holdings Company, LLC | 4.62% | Add +6.5% | 76,151 | $15.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -30.4% | 73,231 | $14.4M |
| SteelPeak Wealth, LLC | 0.55% | New | 71,864 | $14.2M |
| MAI Capital Management | 0.09% | Add +4.0% | 68,221 | $13.5M |
| Advisory Services Network, LLC | 0.22% | Reduce -38.8% | 65,125 | $13.4M |
| Lifeworks Advisors, LLC | 1.99% | Add +39.6% | 67,624 | $13.3M |
| Mariner, LLC | 0.02% | Add +7.5% | 63,856 | $12.6M |
| Kraft, Davis & Associates, LLC | 3.41% | Reduce -0.6% | 60,171 | $12.4M |
| Yoder Wealth Management, Inc. | 6.17% | Add +6.5% | 60,027 | $11.8M |
| Independence Financial Advisors, LLC | 4.55% | Reduce -3.0% | 59,276 | $11.7M |
| Rwa Wealth Partners, LLC | 0.15% | Reduce -2.0% | 59,190 | $11.7M |
| King Wealth Management Group | 1.49% | Reduce -1.2% | 55,609 | $11.0M |
| MML Investors Services, LLC | 0.03% | Add +7.6% | 53,387 | $10.5M |
| Freedom Investment Management, Inc. | 0.84% | Reduce -21.9% | 53,359 | $10.5M |
| Assetmark, Inc. | 0.02% | Add +7740.8% | 51,514 | $10.2M |
| Goldstone Financial Group, LLC | 1.33% | Add +5.3% | 50,065 | $10.0M |
| Atria Wealth Solutions, Inc. | 0.22% | Reduce -51.8% | 50,082 | $9.9M |
| NewEdge Advisors, LLC | 0.05% | Add +10.3% | 46,150 | $9.1M |
| Atlas Capital Advisors Inc. | 1.11% | Reduce -14.4% | 46,079 | $9.1M |
| Smith Salley Wealth Management | 0.52% | Add +0.5% | 45,990 | $9.1M |
| Southern Capital Advisors, LLC | 4.22% | Reduce -0.4% | 41,804 | $8.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.11% | Add +7.1% | 40,744 | $8.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.22% | New | 40,096 | $7.9M |
| Marotta Asset Management | 1.56% | Add +126.1% | 39,403 | $7.8M |
| Adams Wealth Management | 1.44% | Reduce -5.4% | 38,321 | $7.6M |
| CacheTech Inc. | 1.39% | Reduce -5.4% | 38,321 | $7.6M |
| Traynor Capital Management, Inc. | 0.52% | Add +0.5% | 37,834 | $7.4M |
| Quantinno Capital Management LP | 0.03% | Add +37.8% | 37,410 | $7.4M |
| Citigroup Inc. | 0.01% | Add +15.1% | 37,143 | $7.3M |
| Snowden Capital Advisors LLC | 0.21% | Add +0.2% | 35,577 | $7.0M |
| J.W. Cole Advisors, Inc. | 0.15% | Add +264.2% | 35,265 | $7.0M |
| Exchange Capital Management, Inc. | 1.03% | Reduce -5.1% | 34,927 | $6.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.48% | Add +16.6% | 34,602 | $6.8M |
| Primoris Wealth Advisors, LLC | 4.60% | Add +12.7% | 34,168 | $6.7M |
| Creative Planning | 0.01% | Add +9.2% | 33,705 | $6.6M |
| Crumly & Associates Inc. | 1.61% | Reduce -16.6% | 33,578 | $6.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.75% | Add +1.6% | 33,204 | $6.5M |
| Sanctuary Advisors, LLC | 0.04% | Add +0.7% | 33,143 | $6.5M |
| CX Institutional | 0.23% | Add +21.1% | 33,008 | $6.5M |
| Principal Securities, Inc. | 0.12% | Add +433.3% | 31,324 | $6.2M |
| Court Place Advisors, LLC | 1.91% | Reduce -1.4% | 30,819 | $6.1M |
| Claro Advisors Inc. | 1.00% | Add +16.4% | 30,806 | $6.1M |
| Focus Partners Wealth | 0.01% | Add +13.5% | 30,553 | $6.0M |
| KDK Private Wealth Management, LLC | 6.40% | Reduce -3.4% | 30,362 | $6.0M |
| Sigma Planning Corp | 0.18% | Add +4.9% | 30,164 | $5.9M |
| Marshall Wace, LLP | 0.01% | New | 28,643 | $5.6M |
| Financial Perspectives, Inc | 1.70% | Add +1.1% | 28,454 | $5.6M |
| Modern Wealth Management, LLC | 0.14% | Add +4.0% | 28,208 | $5.6M |
| Aspetuck Financial Management LLC | 3.94% | Add +0.3% | 26,491 | $5.2M |
| Apexium Financial, LP | 0.28% | Reduce -16.9% | 26,295 | $5.2M |
| Beaumont Financial Advisors, LLC | 0.37% | Add +53.0% | 26,145 | $5.2M |
| TBH Global Asset Management, LLC | 1.10% | Reduce -51.5% | 77,873 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -11.1% | 24,453 | $4.9M |
| Lynch & Associates | 0.97% | Add +4.1% | 24,518 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +5.3% | 24,233 | $4.8M |
| Equitable Holdings, Inc. | 0.04% | Reduce -7.2% | 23,846 | $4.7M |
| Bank of New York Mellon Corp | 0.00% | Add +2.3% | 23,570 | $4.6M |
| Capital Planning LLC | 1.44% | Add +0.7% | 23,181 | $4.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -24.9% | 22,990 | $4.5M |
| Heck Capital Advisors, LLC | 0.39% | Add +1.7% | 22,971 | $4.5M |
| Prospera Financial Services Inc | 0.08% | Reduce -4.7% | 21,890 | $4.3M |
| Mowery & Schoenfeld Wealth Management, LLC | 6.75% | Reduce -17.4% | 21,168 | $4.2M |
| Mgo One Seven LLC | 0.13% | Add +2.3% | 20,946 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -2.1% | 20,877 | $4.1M |
| Fingerlakes Wealth Management, Inc. | 3.01% | Reduce -2.5% | 20,424 | $4.0M |
| Mokosak Advisory Group, LLC | 1.13% | Add +0.9% | 20,307 | $4.0M |
| Arkadios Wealth Advisors | 0.12% | Add +1.1% | 20,283 | $4.0M |
"% 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.