Fidelity MSCI Info Tech IndxFTECETF

13F holders, Q3 2025 (September 30)
564holders +18
51new positions
23sold out
4famous investors
$222.63avg. 13F price*

At the end of Q3 2025, 564 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, up 18 from Q2 2025. 51 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($483.3M), Lido Advisors, LLC ($465.6M) and Charles Schwab Investment Management Inc. ($320.2M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Fidelity MSCI Info Tech Indx
CUSIP
316092808
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 427Q1 2024Q2 2024: 432Q2 2024Q3 2024: 447Q3 2024Q4 2024: 510Q4 2024Q1 2025: 507Q1 2025Q2 2025: 546Q2 2025Q3 2025: 564Q3 2025Q4 2025: 615Q4 2025Q1 2026: 609Q1 2026Q2 2026: 659Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions51$40.9M
Exits23$30.3M

All 13F filers, Q2 2025 → Q3 2025: 1,540,602 shares bought and 646,767 shares sold, net +893,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 564 holders

Bank of America Corp. 0.04% Reduce -3.3% 2,175,204 $483.3M
Lido Advisors, LLC 1.93% Add +0.1% 2,095,600 $465.6M
Charles Schwab Investment Management Inc. 0.05% Reduce -2.2% 1,441,090 $320.2M
Richard Bernstein Advisors LLC 8.88% Reduce -3.1% 1,362,189 $311.2M
Commonwealth Equity Services, LLC 0.21% Add +8.8% 718,643 $159.7M
Agf Management Ltd. 0.68% Add +11.8% 689,924 $153.3M
Envestnet Asset Management Inc. 0.04% Add +2.9% 678,339 $150.7M
LPL Financial LLC 0.04% Add +10.3% 608,862 $135.3M
Mercer Global Advisors Inc. 0.18% Add +6087.4% 479,401 $106.5M
Full Sail Capital, LLC 4.32% Reduce -7.5% 352,480 $78.3M
Morgan Stanley 0.00% Add +1.9% 342,605 $76.1M
Northwestern Mutual Wealth Management Co. 0.05% Add +4.4% 305,684 $67.9M
Kestra Advisory Services, LLC 0.31% Reduce -2.4% 301,134 $66.9M
Osaic Holdings, Inc. 0.09% Add +72.9% 295,078 $64.6M
Kestra Investment Management, LLC 1.57% Add +8.8% 263,250 $58.5M
Portfolio Strategies, Inc. 6.16% Reduce -1.5% 238,731 $53.0M
Cambridge Investment Research Advisors, Inc. 0.13% Add +4.0% 213,515 $47.4M
FMR LLC 0.00% Add +2.3% 180,146 $40.0M
Raymond James Financial Inc. 0.01% Add +24.3% 170,761 $37.9M
JPMorgan Chase & Co. 0.00% Add +5.8% 143,336 $31.8M
NorthCoast Asset Management LLC 0.12% Add +25.2% 142,224 $31.6M
Stifel Financial Corp. 0.02% Reduce -0.5% 116,810 $26.0M
Morningstar Investment Management LLC 0.90% Reduce -8.8% 110,357 $24.5M
UBS Group AG 0.00% Add +0.5% 109,347 $24.3M
Financial Partners Group, Inc 3.00% Reduce -0.3% 108,445 $24.1M
Cetera Investment Advisers 0.03% Add +18.6% 106,127 $23.6M
Harel Insurance Investments & Financial Services Ltd. 0.21% No change 104,900 $23.3M
PFG Advisors 0.92% New 100,662 $22.4M
Steward Partners Investment Advisory, LLC 0.12% Add +11.7% 96,161 $21.4M
Eaton Financial Holdings Company, LLC 5.56% Add +16.7% 88,872 $19.7M
Principal Securities, Inc. 0.32% Add +176.6% 86,652 $19.3M
Fischer Financial Services, Inc. 5.14% Reduce -9.9% 85,937 $19.1M
Wells Fargo & Company 0.00% Reduce -0.3% 81,955 $18.2M
Royal Bank of Canada 0.00% Add +3.9% 79,366 $17.6M
HighTower Advisors, LLC 0.02% Add +1.2% 79,172 $17.6M
Independence Financial Advisors, LLC 5.28% Add +31.6% 78,035 $17.3M
Ameriprise Financial Inc. 0.00% Add +6.3% 77,835 $17.3M
Armor Investment Advisors, LLC 5.25% Reduce -9.7% 74,550 $16.6M
Lifeworks Advisors, LLC 2.14% Add +6.0% 71,718 $15.9M
Yoder Wealth Management, Inc. 7.28% Add +15.4% 69,255 $15.4M
MAI Capital Management 0.10% Add +0.5% 68,526 $15.2M
NewEdge Advisors, LLC 0.07% Add +41.1% 65,117 $14.5M
Advisory Services Network, LLC 0.21% Reduce -3.0% 63,203 $14.0M
Kraft, Davis & Associates, LLC 3.33% Add +0.2% 60,285 $13.7M
Mariner, LLC 0.02% Reduce -4.8% 60,806 $13.5M
Assetmark, Inc. 0.03% Add +14.5% 58,991 $13.1M
Rwa Wealth Partners, LLC 0.14% Reduce -7.4% 54,795 $12.2M
MML Investors Services, LLC 0.03% Add +1.6% 54,213 $12.0M
King Wealth Management Group 1.51% Reduce -3.0% 53,935 $12.0M
Primoris Wealth Advisors, LLC 7.51% Add +55.6% 53,155 $11.8M
Summit Financial, LLC 0.18% Add +217.9% 52,513 $11.7M
Goldstone Financial Group, LLC 1.33% Add +0.8% 50,444 $11.2M
Smith Salley Wealth Management 0.52% Reduce -1.0% 45,544 $10.1M
Mutual Advisors, LLC 0.22% Add +375.3% 44,368 $10.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.12% Add +4.4% 42,537 $9.5M
Southern Capital Advisors, LLC 4.30% Reduce -1.3% 41,271 $9.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.21% Reduce -2.8% 38,961 $8.7M
Traynor Capital Management, Inc. 0.48% Add +0.4% 37,996 $8.4M
Citigroup Inc. 0.01% Add +1.9% 37,840 $8.4M
Quantinno Capital Management LP 0.02% Reduce -5.0% 35,534 $7.9M
J.W. Cole Advisors, Inc. 0.15% Reduce -0.9% 34,948 $7.8M
Marotta Asset Management 1.44% Reduce -13.6% 34,037 $7.6M
Creative Planning 0.01% Add +0.9% 34,025 $7.6M
Crumly & Associates Inc. 1.65% Add +1.0% 33,925 $7.5M
Snowden Capital Advisors LLC 0.20% Reduce -6.0% 33,433 $7.4M
Sigma Planning Corp 0.21% Add +10.3% 33,270 $7.4M
Claro Advisors Inc. 1.07% Add +7.4% 33,075 $7.3M
Sanctuary Advisors, LLC 0.04% Reduce -0.7% 32,911 $7.3M
Cantor Fitzgerald Investment Advisors L.P. 0.47% Reduce -10.4% 31,014 $6.9M
Court Place Advisors, LLC 2.06% Add +0.1% 30,839 $6.9M
Adams Wealth Management 1.47% Reduce -19.6% 30,812 $6.8M
CacheTech Inc. 1.38% Reduce -19.6% 30,812 $6.8M
Susquehanna International Group, LLP 0.01% Add +376.1% 30,072 $6.7M
CX Institutional 0.20% Reduce -10.9% 29,414 $6.5M
KDK Private Wealth Management, LLC 6.62% Reduce -3.2% 29,377 $6.5M
Focus Partners Wealth 0.01% Reduce -5.5% 28,868 $6.4M
Financial Perspectives, Inc 1.76% Add +0.3% 28,525 $6.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +8.5% 26,534 $6.0M
Aspetuck Financial Management LLC 4.03% Reduce -0.1% 26,477 $5.9M
Kestra Private Wealth Services, LLC 0.07% Add +3.7% 25,119 $5.6M
Apexium Financial, LP 0.27% Reduce -4.5% 25,114 $5.6M
Equitable Holdings, Inc. 0.04% Add +0.6% 23,977 $5.3M
Bank of New York Mellon Corp 0.00% Add +1.4% 23,907 $5.3M
Beaumont Financial Advisors, LLC 0.35% Reduce -9.0% 23,790 $5.3M
Lynch & Associates 1.02% Reduce -3.4% 23,682 $5.3M
Capital Planning LLC 1.52% Add +1.3% 23,475 $5.2M
Brighton Jones LLC 0.12% Add +36.3% 23,248 $5.2M
Heck Capital Advisors, LLC 0.40% Add +0.3% 23,052 $5.1M
Chicago Partners Investment Group LLC 0.13% Add +5.5% 20,514 $4.9M
Mowery & Schoenfeld Wealth Management, LLC 8.18% Add +1.3% 21,449 $4.8M
Prospera Financial Services Inc 0.08% Reduce -3.9% 21,048 $4.7M
Orion Porfolio Solutions, LLC 0.04% Add +0.2% 20,924 $4.6M
Elevation Point Wealth Partners, LLC 0.32% Add +4623.1% 20,876 $4.6M
Smith Shellnut Wilson LLC 1.73% Add +31.3% 20,284 $4.5M
Mgo One Seven LLC 0.10% Reduce -3.7% 20,174 $4.5M
Fingerlakes Wealth Management, Inc. 2.90% Reduce -1.9% 20,027 $4.4M
Arkadios Wealth Advisors 0.11% Reduce -2.8% 19,721 $4.4M
Mokosak Advisory Group, LLC 1.14% Reduce -3.1% 19,679 $4.4M
Maxele Advisors, LLC 3.69% Reduce -1.6% 19,230 $4.3M
Jones Financial Companies LLLP 0.00% Add +40.5% 18,978 $4.2M

"% 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.

Show all 564 holders