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Fidelity MSCI Information Technology Index ETF (FTEC) Institutional Ownership

$158.70
-0.36 (-0.23%)
(As of 05/31/2024 ET)

Institutional Ownership Changes (13F Filings) for Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC)

Number of
Institutional Buyers
(last 12 months)
244
Total
Institutional Inflows
(last 12 months)
$663.41M
Number of
Institutional Sellers
(last 12 months)
157
Total
Institutional Outflows
(last 12 months)
$2.14B
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FTEC Institutional Buying and Selling by Quarter

Fidelity MSCI Information Technology Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2024 Pathway Financial Advisers LLC922$144K0.1%N/A0.001%
5/29/2024 Instrumental Wealth LLC2,241$367K0.1%+10.4%0.004%
5/29/2024 Soltis Investment Advisors LLC6,733$1.05M0.1%-4.1%0.011%
5/24/2024 Cetera Advisors LLC25,869$4.03M0.0%+45.5%0.042%
5/24/2024 Cetera Investment Advisers95,511$14.88M0.0%+130.8%0.153%
5/21/2024 Atria Investments Inc21,094$3.29M0.0%+8.9%0.034%
5/20/2024 Independent Wealth Network Inc.1,805$281K0.1%-7.2%0.003%
5/17/2024 Tandem Capital Management Corp ADV5,750$896K0.5%-9.3%0.009%
5/17/2024 Comerica Bank3,743$583K0.0%-1.8%0.006%
5/17/2024 Creekmur Asset Management LLC4,056$632K0.2%-63.5%0.007%
5/16/2024 Global Financial Private Client LLC10,163$1.59M0.7%+12.2%0.016%
5/16/2024 B. Riley Wealth Advisors Inc.1,945$303K0.0%+8.4%0.003%
5/16/2024 Ancora Advisors LLC16,178$2.52M0.1%-2.6%0.026%
5/16/2024 Sweeney & Michel LLC6,385$994K0.4%N/A0.010%
5/16/2024 Whalerock Point Partners LLC11,190$1.74M0.5%-99.9%0.018%
5/16/2024 Kraft Davis & Associates LLC42,437$6.57M2.0%-46.3%0.068%
5/15/2024 SVB Wealth LLC10,166$1.58M0.0%-15.2%0.016%
5/15/2024 Evergreen Wealth Solutions LLC2,320$362K0.3%-34.5%0.004%
5/15/2024 Kestra Advisory Services LLC112,498$17.53M0.1%+9.9%0.181%
5/15/2024 Linscomb Wealth Inc.2,080$324K0.0%N/A0.003%
5/14/2024 EP Wealth Advisors LLC4,586$715K0.0%+4.8%0.007%
5/14/2024 CreativeOne Wealth LLC3,988$622K0.0%+14.3%0.006%
5/14/2024 InterOcean Capital Group LLC1,512$236K0.0%N/A0.002%
5/14/2024 Arjuna Capital1,974$308K0.1%N/A0.003%
5/13/2024 Atlanta Consulting Group Advisors LLC1,721$268K0.1%N/A0.003%
5/11/2024 Beaumont Financial Advisors LLC25,464$3.97M0.3%-7.9%0.041%
5/10/2024 Osaic Holdings Inc.156,270$24.38M0.1%-7.5%0.251%
5/9/2024 Brighton Jones LLC16,327$2.54M0.1%-6.3%0.026%
5/9/2024 Blair William & Co. IL7,143$1.11M0.0%-42.9%0.011%
5/9/2024 Orion Portfolio Solutions LLC18,685$2.91M0.0%+86.1%0.030%
5/9/2024 Landaas & Co. WI ADV2,100$327K0.1%N/A0.003%
5/9/2024 JBR Co Financial Management Inc3,855$601K0.5%-14.4%0.006%
5/9/2024 TBH Global Asset Management LLC29,647$4.62M0.9%+1.0%0.048%
5/9/2024 Charles Schwab Investment Advisory Inc.2,420$377K0.0%-13.2%0.004%
5/8/2024 Advisors Preferred LLC401$63K0.0%N/A0.001%
5/8/2024 Avantax Advisory Services Inc.4,742$739K0.0%-27.6%0.008%
5/7/2024 Stonebrook Private Inc.31,345$4.89M1.4%-3.7%0.050%
5/7/2024 Atomi Financial Group Inc.2,466$384K0.0%N/A0.004%
5/7/2024 Primoris Wealth Advisors LLC34,443$5.37M4.3%+0.5%0.055%
5/7/2024 KCM Investment Advisors LLC3,303$515K0.0%-5.9%0.005%
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5/7/2024 Smithfield Trust Co1,100$172K0.0%+78.9%0.002%
5/7/2024 PFG Advisors78,374$12.21M0.9%+4.7%0.126%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,215$345K0.0%+10.0%0.004%
5/6/2024 Envestnet Portfolio Solutions Inc.18,783$2.93M0.0%-5.2%0.030%
5/6/2024 Advisory Services Network LLC115,717$18.03M0.4%-1.0%0.186%
5/4/2024 McClarren Financial Advisors Inc.312$490K0.1%+488.7%0.001%
5/3/2024 Southern Capital Advisors LLC41,444$6.46M3.9%+24.1%0.067%
5/3/2024 Rehmann Capital Advisory Group12,312$1.92M0.1%+8.6%0.020%
5/3/2024 Smith Salley Wealth Management44,300$6.90M0.5%-9.4%0.071%
5/2/2024 Mutual Advisors LLC15,087$2.35M0.1%+40.1%0.024%
5/2/2024 Lincoln National Corp17,583$2.74M0.0%+1.5%0.028%
5/2/2024 Valley Brook Capital Group Inc.1,925$300K0.2%+5.8%0.003%
5/1/2024 Janney Montgomery Scott LLC14,043$2.19M0.0%+15.7%0.023%
5/1/2024 Mirae Asset Global Investments Co. Ltd.43,820$6.83M0.0%+65.2%0.071%
5/1/2024 Mission Wealth Management LP4,032$628K0.0%+33.0%0.006%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.10,753$1.68M0.1%-6.2%0.017%
5/1/2024 Sequoia Financial Advisors LLC3,153$491K0.0%-6.0%0.005%
4/30/2024 Private Advisor Group LLC13,773$2.15M0.0%+13.1%0.022%
4/30/2024 J.W. Cole Advisors Inc.31,303$4.88M0.2%-15.3%0.050%
4/30/2024 Hartline Investment Corp30,193$4.71M0.8%N/A0.049%
4/30/2024 HB Wealth Management LLC2,913$454K0.0%+30.2%0.005%
4/29/2024Commonwealth Equity Services LLC823,425$128.32M0.2%+1.8%1.327%
4/29/2024 Benjamin F. Edwards & Company Inc.12,530$1.95M0.0%+16.8%0.020%
4/29/2024 RWA Wealth Partners LLC63,426$9.88M0.1%-1.9%0.102%
4/26/2024 YHB Investment Advisors Inc.422$66K0.0%N/A0.001%
4/26/2024 Bogart Wealth LLC2,807$437K0.0%-5.0%0.005%
4/25/2024 Armor Investment Advisors LLC62,432$9.73M4.7%-3.3%0.101%
4/25/2024 Summit Financial LLC1,301$203K0.0%N/A0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.186,030$28.99M0.1%-5.2%0.300%
4/24/2024 Spire Wealth Management9,144$1.43M0.1%+2.1%0.015%
4/24/2024 Midwest Heritage Bank FSB2,558$399K0.2%-12.5%0.004%
4/24/2024 Essex Financial Services Inc.4,325$674K0.1%+13.3%0.007%
4/23/2024 Rational Advisors LLC4,712$734K0.1%N/A0.008%
4/23/2024 Strategic Blueprint LLC9,941$1.55M0.1%+1.9%0.016%
4/23/2024 Raymond James Financial Services Advisors Inc.32,217$5.02M0.0%+2.4%0.052%
4/19/2024 American National Bank & Trust Co. VA3,218$501K0.1%N/A0.005%
4/19/2024 Wealthstar Advisors LLC12,251$1.93M0.7%+12.6%0.020%
4/19/2024 Yoder Wealth Management Inc.28,445$4.43M2.9%+3.2%0.046%
4/18/2024 SeaCrest Wealth Management LLC4,243$661K0.1%+42.3%0.007%
4/18/2024 CAP Partners LLC8,147$1.27M1.1%+5.1%0.013%
4/18/2024 Buffington Mohr McNeal9,843$1.53M0.3%-7.6%0.016%
4/18/2024 Exchange Capital Management Inc.44,366$6.91M1.1%-1.8%0.072%
4/18/2024 Claro Advisors LLC9,223$1.44M0.2%N/A0.015%
4/18/2024 Diversified Trust Co1,552$242K0.0%N/A0.003%
4/18/2024 RHS Financial LLC2,382$371K0.2%-12.7%0.004%
4/17/2024 Private Ocean LLC1,019$159K0.0%-32.2%0.002%
4/17/2024 Vicus Capital119,133$18.57M1.7%+0.1%0.192%
4/16/2024 Maltin Wealth Management Inc.15,338$2.39M1.3%+0.7%0.025%
4/16/2024 Wealth Enhancement Advisory Services LLC17,382$2.71M0.0%+1.7%0.028%
4/15/2024 Wealthcare Advisory Partners LLC2,459$383K0.0%-8.9%0.004%
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4/15/2024 Brookstone Capital Management29,361$4.58M0.1%+3.1%0.053%
4/15/2024 Sunbelt Securities Inc.13,536$2.11M0.2%+3.8%0.024%
4/15/2024 Atlas Capital Advisors LLC55,885$8.71M1.4%+11.3%0.100%
4/15/2024 Sound Income Strategies LLC338$53K0.0%+263.4%0.001%
4/12/2024 Capital Planning LLC13,681$2.13M0.7%+10.7%0.025%
4/12/2024 Global Assets Advisory LLC29,469$4.59M0.0%N/A0.053%
4/12/2024 Traynor Capital Management Inc.44,454$6.93M0.6%+6.1%0.080%
4/11/2024 Cooper Financial Group11,438$1.78M0.3%-11.0%0.021%
4/11/2024 Selective Wealth Management Inc.4,018$614K0.3%N/A0.007%
4/11/2024 CHURCHILL MANAGEMENT Corp1,262,154$196.69M2.5%N/A2.264%
(Data available from 1/1/2016 forward)

FTEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTEC shares?

During the previous two years, 387 institutional investors and hedge funds held shares of Fidelity MSCI Information Technology Index ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($478.03M), Lido Advisors LLC ($203.15M), CHURCHILL MANAGEMENT Corp ($196.69M), Commonwealth Equity Services LLC ($128.32M), Full Sail Capital LLC ($80.46M), Envestnet Asset Management Inc. ($60.30M), and International Assets Investment Management LLC ($33.18M).Learn more on FTEC's institutional investors.

Which institutional investors have been buying Fidelity MSCI Information Technology Index ETF stock?

Of the 337 institutional investors that purchased Fidelity MSCI Information Technology Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CHURCHILL MANAGEMENT Corp ($1.26M), Charles Schwab Investment Management Inc. ($1.25M), Envestnet Asset Management Inc. ($322.55K), Commonwealth Equity Services LLC ($256.72K), International Assets Investment Management LLC ($241.93K), Harel Insurance Investments & Financial Services Ltd. ($209.80K), and Lido Advisors LLC ($141.10K).

How much institutional buying is happening at Fidelity MSCI Information Technology Index ETF?

Institutional investors have bought a total of 6,557,188 shares in the last 24 months. This purchase volume represents approximately $847.94M in transactions.

Which Fidelity MSCI Information Technology Index ETF major shareholders have been selling company stock?

Of the 219 institutional investors that sold Fidelity MSCI Information Technology Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Whalerock Point Partners LLC ($12.88M), Envestnet Asset Management Inc. ($244.81K), Connectus Wealth LLC ($220.72K), Advisory Services Network LLC ($139.41K), Commonwealth Equity Services LLC ($118.12K), Raymond James & Associates ($96.15K), and Eqis Capital Management Inc. ($83.92K).

How much institutional selling is happening at Fidelity MSCI Information Technology Index ETF?

Institutional investors have sold a total of 15,572,599 shares in the last 24 months. This volume of shares sold represents approximately $2.31B in transactions.


This page (NYSEARCA:FTEC) was last updated on 6/1/2024 by MarketBeat.com Staff

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